👉 You can now save files in your preferred folder when printing from your tax program to TaxDome.
👉 Once you have prepared the return in your tax program, simply send it to TaxDome and immediately save into your local folder right from the TaxDome app.
👉 Additionally, the maximum file size upload was doubled with this release.
👉 As always, you can download the app from the Settings section of your portal.
👉 Now you see three accounts along with the icon showing the number of those selected. Before, if you selected 10+ accounts, all of them were displayed, turning into an endless list.
👉 When choosing more clients for bulk actions, you can quickly find the last five you interacted with.
👉 Start typing a client’s name to find them in the dropdown menu quickly.
👉 You can see the new select when adding jobs, creating tasks, applying folder templates, sending emails, messages, contracts, or organizers.
👉 Example: Your client fills in the organizer but doesn’t submit it. This breaks your automated pipeline since the job is not auto-moved as the organizer is not submitted. You have to call them, asking them to submit or move the job manually. Does that sound familiar?
👉 You can now submit organizers on behalf of the clients, significantly saving your time. You can either do it from the organizer itself, from the Organizers list, or from the pipeline when manually moving the job.
👉 If the organizer contains required questions that are not answered, you will be asked to confirm if you want to submit it anyway.
👉 Previously, when filtering your account list, you could either select tags applied to them or no tag option.
👉 Now it’s possible to filter the list by excluding one or more tags resulting in more flexibility and fewer clicks.
👉 Example: You have 50 clients with different tags applied. 30 of them have the ‘organizer sent’ tag. You need to send organizers to the rest of them. Filter your list by choosing the new ‘Does not contain tag’ option, select the ‘organizer sent’ tag, and you’re ready to bulk send organizers to them.
👉 Signing the engagement letter is a starting point in your relationship with clients because project completion time depends on the date of signature.
👉 Previously, the date of signature was not recorded in the contract.
👉 For all new contracts, the date and time stamp is automatically added below the client's signature, so you always know when they signed.
👉 The date cannot be edited.
👉 Before, you could link invoices to jobs either within the pipeline or through automations.
👉 When creating invoices, you can now link the invoice to an existing job, saving you clicks.
👉 We have also added a Link to Job feature to the Invoices list so you can always select the job while reviewing your invoices or editing any of them.
👉 Reminder: You can edit only unpaid invoices, but you can still link paid invoices to a job from a pipeline.
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