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This month we completed some major work to reduce loading times, ensure the platform’s continued stability even under peak tax season pressure — and we also switched to a cutting-edge tech stack to improve scalability and release new features faster.
On the feature front, we have made significant improvements to the client portal, CRM, workflow, and more. And - we’re on the cusp of some major releases, a new client portal mobile app for iOS and Android is in beta.
Watch a video overview of the new features and improvements:
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Redesigned home page
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The home page contains an organized list of all outstanding items from your firm in the new “Waiting for Action” section. Your clients will always know exactly what you need them to do.
The home screen will display “Waiting for action” notifications grouped by category and sorted by date.
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New client mobile app for iOS and Android in beta!
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We have released a new client mobile app for both iOS and Android — and it’s currently available to beta test!
iOS App Store, Android Google Play
To test the new application, you and your clients do not have to delete or replace the existing client mobile app -- both versions can be installed at the same time.
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See TaxDome in action - Book a call
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| Book a call |
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| Speed & infrastructure |
4x improvements
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We recognize the pivotal role that platform performance and the introduction of new features play in accomplishing our objective. We have specifically assigned dedicated teams in the past year to focus solely on enhancing performance.
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| CRM |
View related accounts
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Now you can see related accounts directly from the Account Info tab. A related account is defined as any account that has a shared contact. This will save your team the trouble of looking for linked accounts by searching for individual contacts.
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| Workflow |
Schedule Pipeline and Job recurrences for any day you need to enjoy better flexibility
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You can now set custom recurrences - as many as you need, and on the specific day(s) you want. This change will enable both you and your team to enjoy greater flexibility and tailor your approach to your clients’ specific needs.
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| Documents |
KBA for e-signature is now available for all firms worldwide
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KBA is used to verify the identity of a taxpayer in order to get IRS-compliant electronic signatures. If your firm is registered outside the US and works with US-based clients, you can now use KBA verification. You should enable KBA in your firm settings and top up your firm balance.
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Other
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G2 — one of the top software review platforms — has just named TaxDome the leading software in their 2023 summer report! We’ve earned the High Performer, Leader and Best Estimated ROI titles — and we couldn’t have done it without your support!
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The IRS Nationwide Tax Forums
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4 cities in 4 weeks
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- Atlanta, GA | July 25-27, Booth 25
- National Harbor, MD (Washington, DC Area) | August 8-10, Booth 309
- San Diego, CA | August 22-24, Booth 468
- Orlando, FL | August 29-31, Booth 599m
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NAEA Tax Summit, Scottsdale, AZ
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Event date: July 29 -Aug 1
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The NAEA Tax Summit is the largest event of the year for NAEA members and for the enrolled agent community. Our team is excited to meet you, answer your questions and provide a live product demo at Booth 62!
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