350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
Welcome to TaxDome’s monthly update video for July, where we’re thrilled to share the latest enhancements and additions to our platform. Discover how you can personalize client communication with custom messages in invoices descriptions, while also benefiting from the convenience of duplicating invoices for efficient financial management. Experience the redesigned Clients Portal, featuring a dedicated ‘waiting for action’ section that simplifies client tasks, document signing, invoice payments, and more. We’re also excited to offer a sneak peek of our upcoming client mobile app, bringing a seamless tax and accounting experience to iOS and Android smartphones. Stay tuned as we discuss the improved knowledge-based authentication process, including the ability to resend requests and expanded availability for international firms. We’ve packed a lot into this release, but there’s even more to discover when you watch the video. So sit back, relax, and hit play to stay up to date with all the latest improvements and enhancements.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
TaxDome’s July Update: Enhanced Communication, Streamlined Workflow, and Exciting New Features!
Welcome to TaxDome’s monthly update video for July, where we’re thrilled to share the latest enhancements and additions to our platform. Discover how you can personalize client communication with custom messages in invoices descriptions, while also benefiting from the convenience of duplicating invoices for efficient financial management. Experience the redesigned Clients Portal, featuring a dedicated ‘waiting for action’ section that simplifies client tasks, document signing, invoice payments, and more. We’re also excited to offer a sneak peek of our upcoming client mobile app, bringing a seamless tax and accounting experience to iOS and Android smartphones. Stay tuned as we discuss the improved knowledge-based authentication process, including the ability to resend requests and expanded availability for international firms. We’ve packed a lot into this release, but there’s even more to discover when you watch the video. So sit back, relax, and hit play to stay up to date with all the latest improvements and enhancements.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
