What's new in TaxDome

If your Firm Templates is big, scrolling to find the right template takes too long. We’ve fixed that.

Search on every templates tab. Jobs, Tasks and Checklists already had it. Now you can also search in Invoices, Recurring invoices, Proposals, Signatures, Directories, Emails, SMS, Chats, Client requests, Organizers and Tax return delivery 🔎

See where a job template is used. Job templates now have a Used in pipelines column. A template counts as used if it’s a pipeline’s default job template, or if the pipeline’s recurring jobs are created from it. When you delete a template that’s in use, you’ll see the list of those pipelines before you confirm.

Open Firm Templates to try it.