Help Center release notes

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

December 2024

Job sidebar redesign: Quickly navigate the job card.
Templates, automations & bulk actions in Client requests: Auto-fill data, automate info gathering and process multiple Client requests.
Reply-to in Chats: Quote messages using the Reply option.
QuickBooks sync improvement: Accounts, invoices, payments and services show the Not synced status in TaxDome when deleted in QuickBooks.
IRS notifications in Inbox+: Filter IRS notifications in your Inbox+.
User type custom field in client import/export: Import/export data on team members in the User type custom field, such as a Manager or Bookkeeper.

Explore all the listed features and more in our blog.

Job time budget & variance: Track planned vs. actual job time.
E-signature without login: Request signatures from non-clients without needing them to log in.
Zapier contact tags: Assign tags to contacts via Zapier.
Contact toggles bulk update: Turn on/off Login/Notify/Email sync toggles for multiple accounts simultaneously.

Explore all the listed features and more in our blog.

Client requests: Use client requests to gather information quickly and efficiently.
Image uploads in job comments: Easily add images to job comments.
E-signature reserved funds display: View reserved funds for KBA signatures in your firm balance.
Unlink stuck payments from invoices: Incomplete payments can now be unlinked from invoices, helping to resolve payment issues.

Explore all the listed features and more in our blog.

Partial invoice payments: Clients can now pay invoices more flexibly for more consistent cash flow, and a better client experience.
Firm mobile app - Chats & Workflow: Manage jobs, tasks, and chats on the go to boost productivity.
Payments filters: Quickly filter payments by account name, source, amount, time period/date, and status.
Record offline payments: Track offline payments via the Invoices tab of a client account or the Billing section from the sidebar menu.
Mobile app usage tracking: Track which clients use the mobile app and send reminders to those who don’t.

Explore all the listed features and more in our blog.

Enhanced invoice customization: White-label your invoices to make them visually appealing and branded.
SSO with Google: Simplified account creation and sign-in process for accountants and clients using Google Single Sign-On (SSO).

Explore all the listed features and more in our blog.

Workflow and Billing lists redesign: Enjoy a clean and customizable table appearance for Jobs, Job recurrences, Tasks, Pipelines, Payments and Recurring invoices lists.
Bulk email limit setting: Set up higher bulk email limits to send up to 10,000 emails per team member.
Dates jobs were created, updated, moved and archived: Track jobs using new date columns and filters in your Jobs list.
Shortcodes for client-facing status: Personalize jobs' client-facing status description and job name using shortcodes.
Perks & offers page: Learn about exclusive partners' discounts available to TaxDome clients.

Explore all the listed features and more in our blog.

Track time in jobs: Track time spent on jobs directly from the job.
Track time in tasks: Track time spent on tasks directly from the existing task.
New pipeline settings page: Separate tabs for pipeline stages and settings for easier navigation.
Job card page redesign: All settings are grouped into clear sections, and linked elements are categorized by type.
Service search for time entry creation: Search services while adding them to the time entry.
New menu design: Easier navigation from the left menu bar with a white design. You can switch from white to dark mode if needed.
Profile settings on the top right: Access your personal details and notification preferences from the top right of any page.

Explore all the listed features and more in our blog.

AI-powered Reporting: Leverage your data to drive efficiency and make better decisions for your firm.
Client-facing job statuses: Let clients track how the work on their jobs goes.
All pipelines are schedulable by default: Job recurrences can be added to any pipeline, with the possibility to set default recurrence settings (which is optional).
Pipeline stage selection when creating jobs manually: Select a stage when manually creating a job that began offline.
Toggle to restrict clients from creating new chats: Turn it off if you want your clients to reply only to existing threads rather than create new ones.
Linking SMS threads to jobs: Make details clients share via SMS easily accessible on the job card.
Clickable invoice numbers: Start editing invoices or view paid ones by clicking the invoice number in the list.
Recurring invoice templates in proposals: Use templates to auto-fill data when adding recurring invoices to proposals.
Invoices and proposals lists redesign: Enjoy a clean and customizable table appearance for invoices and proposals lists.
Unarchiving jobs in bulk: Unarchive multiple jobs in one click.
Job card share link: Get a link to a job to share with your teammates.

Explore all the listed features and more in our blog.