Summer 2025 update webinar recap – preparing to perform like an enterprise firm in Q4 and beyond

End-to-end tax and bookkeeping workflows, a completely unified client experience, and full firm collaboration with one platform

August and September are the months when ambitious firms build their success strategy for the coming busy season — they tighten their operations, roll out new tools, and align their teams so they’re not scrambling when the new year arrives.

That’s exactly what we focused on in the Summer 2025 Update Webinar — helping teams get ready to perform like enterprise firms and head into Q4 and 2026 with confidence and ready for anything.

Here’s what we covered

1. Intake & delivery

As you likely read on CPA Practice Advisor or CPA Trendlines, in Q2 we introduced a paradigm‑shattering partnership with Juno that’s redefining what speed and efficiency mean this tax season. 

Our intake and delivery initiative isn’t another add‑on — it’s what makes TaxDome the accounting industry’s #1 end‑to‑end tax prep workflow. The new intake and delivery system, coupled with  an integration with Juno, connects client intake, AI‑powered data entry into top tax software, and final document delivery — all in one secure platform.

• Start with branded proposals and engagement letters that clients can sign and pay in your portal
• Collect what you need with smart organizers, personalized document request lists, and automated reminders
• Prepare faster as Juno extracts forms (W‑2s, 1099s, and more) with up to 99% accuracy and sends data directly into your existing tax software (Lacerte, ProConnect, Drake, and UltraTax CS, with more integrations on the way) 
• Review better as Juno provides an AI-assistant reviewer which learns your firm’s review process, then checks source documents and prior year returns for errors, inconsistencies, and missing information.
• Deliver the entire experience on one platform where clients can not only contact and submit documents to your firm, but also, but also review, e‑sign, and pay from their portal or mobile devices — anytime, anywhere.

The end result is a unified client experience, streamlined firm operations, and higher operational leverage for your firm.

2. Packages in proposals

With Packages in proposals, you can create up to three customizable service tiers (like Bronze, Silver, and Gold) directly inside TaxDome.

• Reduce decision friction and increase close rates
• Standardize pricing and services at scale
• Drive higher revenue through natural upsells
• Deliver it all inside TaxDome’s secure, end-to-end platform — with no extra fees

And more is coming. Package templates will allow you to set packages once and reuse them across clients so you don’t have to customize packages when it’s not necessary. 

For clients, packages make it easier to choose the service level that fits their needs — no confusing options, no back-and-forth on pricing. It’s a simpler, more professional experience that makes your firm feel enterprise-level from the very beginning. 

3. Bookkeeping Hub

Building a bigger bookkeeping business shouldn’t come with penalties as you grow. That’s why we built Bookkeeping Hub — unlimited clients, no per-client fees, and full QuickBooks Online sync.

• Connect directly to client ledgers and see real-time transactions
• Ask questions and request documents right at the transaction level
• Recategorize entries and sync changes instantly to QuickBooks

Instead of juggling five different tools, your firm handles everything — client Q&A, categorization, document collection, and billing — in one secure system your team already knows, without extra fees (100 clients with competitive solutions would run you $12,000 per year, and it is included with TaxDome)

4. Full firm & client collaboration

Peak tax season efficiency isn’t possible when your team is trying to collaborate across five different communication tools. With TeamChat, you get #channels and direct messages built directly into TaxDome — no more paying for Slack or Teams, no more context switching, and no more vital messages lost between platforms.

• Organize staff conversations by department, client, or project
• Keep messages tied to workflows, tasks, and documents where they belong
• Collaborate securely with the same enterprise-grade protections your clients already trust

And we’re extending that same simplicity to client communications. The new Global Communication Hub brings secure chat, SMS, and email into an omnichannel inbox. No more toggling between inboxes — every message is in one place.

• Assign and triage threads so it’s always clear who owns the conversation (coming soon)
• Collaborate with internal comments behind the scenes, without clients seeing them
• Use filters and read indicators to prioritize messages and never miss what matters

Together, TeamChat and the Global Communication Hub give your firm one secure space for every conversation — internal and external — directly inside the platform where work gets done.

5. TaxDome Roadshow

This year we’ve gone all-in on building a global community of firms that see TaxDome as the meeting point for visionaries in the industry. With 50+ events in 2025, we’re connecting with thousands of tax, bookkeeping, and accounting professionals around the world.

At the heart of this push is the TaxDome Roadshow. After packed stops in Miami, Houston, and San Diego, we’re closing out the year with two more dates:

• Chicago — September 18
• Toronto — November 6

The response so far has been incredible:

6. Custom Client Mobile App

In the webinar, we showcased our white-labeled mobile app — the same TaxDome experience that’s earned 20,000+ 5-star reviews on the iOS store, now fully branded to your firm. Your logo, your colors, your app in the App Store and Google Play — all while we handle development, publishing, and ongoing maintenance.

This is built for growth-minded firms that want to invest in their brand and stand out from the competition. TaxDome is the only practice management solution to offer a truly custom mobile app, giving you the power of our platform wrapped in your brand, directly in your clients’ pockets.

7. 40+ updates to existing workflows

We constantly search for ways to make team members’ job easier, clients’ experiences better, and improve workflows for firms of all sizes. That’s why we gather direct feedback from our community and turn it into practical updates. Here’s a snapshot of the improvements we made in Q2 (plus some personal wins): 

Help clients embrace your new 5-star client experience

• Provide a ready-to-use client facing PDF about the TaxDome portal
• Create a custom branded version of the client PDF just for your firm and clients

One place. One flow.

• Redesigned client portal
• Unified chat & SMS view filters
• Redesigned email view
• Accounts page & CRM filters redesigned

Automation of the routine

• Easier client file uploads: drag & drop + AI rename
• Invoice number auto-fill: pre-filled & validated
• Bulk proposal signatures
• Copy client request answers

Communication clarity

• Client chat read receipts
• Pin chat messages
• Print chats with dates
• Shortcodes in threads
• Attach files in chat templates
• Inbox+ notification controls & archiving
• Mobile message actions

Management visibility

• Pipeline improvements (sort jobs, improved headers)
• Document timestamps (exact upload times in client portal)
• Manage client requests access (decide who can create requests)
• Invoice source display
• System email log
• Support plans menu (quick access to help & training)

What’s coming next at TaxDome?

We’re not slowing down. Here’s a preview of what’s on the horizon to help your firm stay ahead:

• Pass through processing fees — stop getting dinged when processing payments for your clients
• Firm mobile app updates & redesign — run your firm from anywhere in the world at any time

These approaching updates build on the same vision you’ve seen all year: one secure platform, one login, everything your firm and clients need.

Looking to define your niche and build a firm that grows with your business clients?

If you’re currently or looking to serve niche business clients, our first-of-its-kind report will reveal what justifies clients’ willingness to pay 25%+ more.

Once again, we went straight to the source for research that helps firms plan their next steps. We surveyed over 350 business leaders, owners, and decision-makers to discover what influences their decision when hiring accountants, what services they’re willing to pay more for, and what drives loyalty when it comes to niche accounting. 

Here’s a preview of what we found:

• Companies with over $1M annual revenue are 2X more likely to hire a niche accountant than a generalist
• 98% of clients who left their niche firm chose another niche firm – only 2% returned to a generalist
• 57% of businesses found their current accountant through a peer referral, while only 3% chose an accountant via advertising