🎨 Your descriptions in all text fields will get brighter. You can now change font size, text color, and text highlight color when adding description to task, contract, or job, and composing email or message.
👉 New formatting options are also available when you create templates and organizers.
🙋 Draw client’s attention to text blocks in organizers by making your letters huge and/or bright red, highlight the important parts of your contracts with color or use the extended text editor however you want.
👉 We streamlined the process of choosing the person you need to sign and made it easier for you by showing both contact name & email in the dropdown
🚀 Soon, you will be able to create signature templates for your frequently used forms. Stay tuned!
👉 CRM: Chat-like messenger in TaxDome is now similar to ‘threads’ in Slack.
👉 CRM: Custom account fields added to imports
👉 Workflow Automation: Now you can customize information in job cards.
👉 Document Workflow: Individual settings for bulk uploaded documents is now available.
👉 Organizers: Trigger conditions in organizers by using checkbox questions.
👉 Get free .com domain of your choice with TaxDome!
👉 You can import custom account CRM data directly during import
👉 You can create new custom account fields directly during import
👉 If you've already imported accounts, you can always use the import tool to bring in new custom account information, updating your CRM data
💡 Example: if you add information about business clients, then you can also add fields such as EIN, Primary Contact, Company Size, Company Website, and any other pertinent info during import. For a personal account, you may want Phone Number or SSN to show directly on the info tab of the account.
⚠️ As a reminder, your custom account fields are easily accessible on the Info tab of the client’s profile.
📖 Find out more in our Help Center: https://help.taxdome.com/article/126-custom-crm-fields#7
👉 You can now customize the information you see in each card: one glimpse — and you know exactly what’s going on with your deadlines, assignees, job statuses.
👉 You can now choose to display Job Name; Description; Priority; Start Date, Assignees depending on a pipeline.
👉 Set up a custom view for each pipeline: you can choose to display due dates for bookkeeping jobs, start date and assignees for tax prep, etc.
👉 Messages are now called ‘Chats’.
👉 The ‘Chats’ screen has been completely reworked and is now closer to ‘threads’ in tools such as Slack.
👉 New messages are shown without having to refresh the page.
👉 Additional visual cues.
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