Release notes

Stay informed about the latest updates, new features, and improvements with Help Center release notes.

February 2026

• Deposit requests from proposals: Request a deposit directly from a proposal without creating an invoice first. Set a fixed or percentage deposit to secure client commitment—added to their credit balance for future invoices.

• Tax return delivery improvements: Save time on repeat deliveries by applying pre-built intro templates , and set up trackable email reminders to nudge clients who haven’t completed their steps.

• Internal comments in emails: Add internal comments directly on email threads to collaborate with your team without leaving the conversation—visible only to firm members.

• Drafts in client chat threads: Messages are now auto-saved as drafts in client chat threads. Switch between threads or close the tab without losing your work—drafts are restored when you return.

• Checklist upload reminders: Clients who can’t provide a document right away can specify when they’ll submit it and automatically receive an email reminder on that date.

• Tax amount display in invoices and proposals: Invoices and proposals now show both the tax rate percentage and the calculated tax amount side by side for a clearer, more transparent breakdown.

January 2026

• Send checklist only: Send document checklists to clients without the full organizer questionnaire. Track checklist completion, integrate with automation, and streamline document collection for clients who don’t need the questionnaire.

• AI-generated document checklists: Generate personalized document checklists from prior-year tax returns. Supports Drake, Lacerte, UltraTax, and ProSeries with detailed source information for each document (more software options coming soon).

• Proposal drafts: Save proposals as drafts to return and finish them later. Filter proposals by status to quickly find and access saved work.

• Bookkeeping Hub improvements: Bulk actions for transaction review—select multiple transactions at once to mark as reviewed or reopen them for follow-up. Also, create custom question templates to reuse whenever you need clarification from clients about specific transactions.

• Document unlock settings for ACH payments: Choose when documents locked to invoices are unlocked for ACH/bank debit payments—either when clients provide payment details (faster access) or when payment is fully processed (more secure). Available for firms using Stripe or TaxDome Payments.

• @mentions are now required: Team members can no longer disable @mention notifications completely. Choose to receive mentions in Inbox+, email, or both to ensure important messages aren’t missed.

December 2025

• Assignees in client communications: Assign team members to chat, SMS, and email conversations, easily access assigned threads from global Communication section, and automate thread assignments through chat and email templates.

• Tax Return Delivery (Public Beta): Deliver tax returns with structured packages including tax summaries, e-signatures with KBA, payment vouchers with reminders, and invoice locking—all integrated with job workflows.

• QuickBooks Online Canadian tax support: Sync sales tax rates from QuickBooks Online and set a default rate that automatically pre-fills when creating invoices, recurring invoices, and proposals for Canadian firms.

• Job export enhancements: Job exports now include intake date and internal deadline fields for improved reporting and analysis.

• Intake checklist improvements: Enhanced checklist management guidance with status visibility labels, clarified navigation for editing from client documents and organizers, and better progress visibility.

November 2025

• Document checklists for tax intake: Create personalized document checklists for tax preparation. Clients match documents and indicate missing reasons, while firms track progress, request missing items, and manage workflows based on checklist completion.

• Proposal enhancements: Set up account tags to update automatically when clients select and sign proposal packages. View the source that created each proposal in a new Proposal source column to identify job automation versus manual creation.

• Intake date and Internal deadline in kanban view: See intake date and internal deadline for job cards inside a pipeline . Both fields are enabled by default in pipeline settings for better tracking of document intake and team deadlines.

• Work In Progress (WIP) access expansion: WIP section access now extended to team members with Manage invoice permissions. View all accounts or only assigned accounts based on permissions for better collaboration on billing and time tracking.

• Copy payment link from job cards: Copy invoice payment links directly from the invoice menu in job cards to easily share payment details with clients.

• SMS notification preferences: Control SMS notification alerts for incoming messages from clients and bulk SMS campaign results with new toggle settings in preferences.

• Seat-based subscriptions (being introduced to new firms): A redesigned, more flexible subscription flow which simplifies plan, billing cycle, and team management —and adapts easily as your team changes.

October 2025

• Proposal packages: Create proposals with tiered packages —up to three options with different price points and service levels. Add selling points and let clients compare options side-by-side before signing.

• Enhanced login security with email verification: Email verification (OTP) has been added for both firm users and clients to prevent unauthorized access. Simply enter the 6-digit code sent to your email when signing in—keeping sensitive data and client information secure.

• Redesigned account Info page: View essential client information —address, phone, additional details—at a glance. Manage portal access, notifications, email sync, and signatory status with easy-to-use checkboxes.

• Job activity tracking: View all job-related actions in the Activity Feed —creation, updates, pipeline moves, status changes, and deletions—including who made each change and when.

• New filtering options: Filter Marketplace templates by country and language, and Bookkeeping Hub transactions by payee type to quickly find what you need.

• Firm name display in SMS: Automatically add a removable shortcode with your firm name to the beginning of SMS messages, helping clients identify your texts and avoid spam filters.

• Team Chat enhancements: React faster with quick-access buttons for your three most-used emojis. View descriptions in read-only channels to understand their purpose.

September 2025

• Bookkeeping Hub (Transactions): Process bookkeeping transactions directly in TaxDome with QuickBooks Online integration. Ask clients questions about specific transactions, receive responses with attachments, categorize items, and mark as reviewed—all syncing automatically with QuickBooks.

• Juno tax prep integration: Connect TaxDome with Juno to automatically transfer client documents and data to supported tax software, track processing status, and use AI-driven data extraction to reduce manual entry and errors.

• Notes redesign and improvements: Added search and filtering capabilities to the account notes page, introduced note titles for improved organization, added the ability to create notes directly from the Overview page, and more.

• Intake date and Internal deadline for jobs: Track document intake and internal deadlines with two new date fields. Record when documents arrive and set team-only completion targets separate from client due dates, with bulk editing, filtering, and automations.

• Color-coding for custom job statuses: Customize colors for your job statuses to improve visual organization. Applied to job cards on pipeline boards and status selectors for faster recognition and better workflow management.

• Invoice preview action: Quickly preview invoices as they appear to clients without entering edit mode. Access preview directly from the invoice list to verify formatting, amounts, and templates before sending.

• Jobs safety enhancement: Bulk delete now available for archived jobs only, with active jobs protected from mass deletion.

• Proposals bulk delete: Manage proposals more efficiently with the ability to delete multiple proposals at once .

August 2025

• Team chat—Browser notifications: Stay informed with browser push notifications for internal team chats. Choose notification types (all, mentions only, or off), receive alerts when inactive, and jump straight to the first unread message for faster, more responsive collaboration.

• Chat notifications in system emails: Firms can now customize emails to clients to display chat titles without showing the message content, providing more flexibility while keeping clients informed.

• Inbox+ account sorting: Sort notifications by account name while preserving filters and the To-do/Archived view.

• New Text block question in client requests: Allows creating text fields to share information, documents, or links.

• Archived notification info in Inbox+: See who archived a notification and when, preventing accidental confusion and giving admins better tracking of user actions.

• Marketplace template sorting: Quickly sort templates by price for faster discovery and easier selection.

July 2025

• Granular document access: Control access to specific folders and files for team members and clients. Set permissions at folder or file level, manage in bulk, and view permission changes when moving documents.

• New Team chats: Collaborate with your team inside TaxDome using firm-only channels and direct messages . Create public or private channels, use @mentions to notify teammates, and manage chats with message deletion and role-based permissions.

• Improved document management for clients: Clients can drag and drop files to upload , review AI renamed files before saving, and view My uploads and Shared with me documents for faster access.

• Redesigned email view: See all client emails inside the Communication tab with clearer navigation and visibility.

• Read receipts in client chats: Track message statuses to see whether your clients have viewed your messages and when.

• Inbox+ notification controls: Turn off notifications for messages from team members to keep your Inbox+ focused.

• Timestamps on documents in the client portal: Exact upload times shown for today’s files and dates for older ones, enabling quicker document access.

• Invoice source display: A new Invoice source column appears on the Invoices page. View the source entity for each invoice to easily understand where it came from and navigate related records.

• Message actions in firm mobile app: Long-press messages to delete, copy, or reply for easier chat management on mobile.

June 2025

• Redesigned client portal: Clients now see a cleaner home page with key tasks upfront and an improved top navigation menu, making it easier to access documents, invoices, and messages.

• Unified chat & SMS view filters: Sort SMS and chat threads by read/unread status to track communications quickly.

• Print chats with date: Printed chat threads now include dates for better recordkeeping.

• Shortcodes in single threads: Add shortcodes to individual chat and SMS threads for more flexible messaging.

• Improved notification archiving: New Archive for all in Inbox+ access right in Team & Plans lets you choose whether team members can archive notifications for everyone or just themselves.

• Invoice number auto-fill: The next available invoice number is automatically pre-filled when creating invoices. Users can enter a custom number, and the system validates uniqueness—including with QuickBooks Online sync.

• Copy client request answers: Quickly copy client answers with a new handy Copy button .

May 2025

• Accounts page filters redesigned: Quickly save and edit favorites , and use rolling date ranges for dynamic, time-based filtering.

• Unified threads for firm members: View all chat and SMS threads across clients in one list to streamline communication.

• Pipeline sorting and layout improvements: Sort jobs and pipeline tasks directly from the pipeline page. Redesigned headers show more data for better usability.

• New Support plans menu: Access setup help, training, and service packages faster with a new Support plans section in the left-hand menu.

• Bulk proposal signature settings: Choose whether each proposal requires one or all listed signers and apply this to multiple proposals at once.

• System email visibility: View all system-generated emails sent to clients in one place to maintain a full communication record.

• Attach files to chat templates: Add documents directly to chat templates , saving time and keeping communication consistent.

• Manage client requests access: Control which team members can create client requests with a new Manage client requests access right .

• Pin messages in chats: Keep important messages at the top of the chat thread for quick access.

• CRM filters: Filter accounts by SMS availability and activation status for faster management.

• Improved account sorting in the client portal: Accounts in the client portal are now sorted by the number of to-do items, helping clients prioritize easily.

Tip

For earlier changes, see the archived release notes .

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