TaxDome

This Valentine’s Day, show your clients some love — and don’t forget yourself, too. Tax season can feel non-stop, but it doesn’t have to. With TaxDome, you can and create space to breathe, reset, and actually enjoy a special day. Here’s how: automate the little things, communicate clearly, and keep everything in one place. The result? Fewer fires to put out, happier clients, and more time for you and your loved ones. Swipe through for practical ways TaxDome helps reduce stress and smooth out tax return delivery. Happy Valentine’s Day from TaxDome to you. #TaxSeason #AccountantsLife #TaxPros #ClientExperience #ValentinesDay

💙 What love languages do your clients speak? Do they speak Words of Affirmation (they value constant updates from you) or Acts of Service (they appreciate being informed only when the job is done)? Between rising deadlines and growing responsibilities, understanding what your clients really value isn’t just thoughtful — it’s essential. When expectations are met, trust grows, teams are happy, and clients share their positive experiences. This Valentine’s Day, take a moment to tune into the special Issues Watch podcast with TaxDome’s co-founder, Ilya Radzinsky, CFA, and NJCPA, where they explore how tailoring your service to your clients’ “business love language” leads to better relationships — and better business. 🎧 Take a break and listen now: https://lnkd.in/efN_puCM #TaxSeason #AccountingLife #ClientExperience #TaxPros #ValentinesDay #LoveLanguage

Being busy isn’t the same as being productive. If your firm feels constantly hard-pressed but never caught up, the issue usually isn’t effort. For this month’s newsletter, we partnered with John Higgins, CPA.CITP, a long-time strategic advisor who has spent decades helping accounting firm leaders fix problems with their processes that often hide in plain sight. Read the newsletter to find out why work slows down — even when your team is working full throttle — and what you can do to regain momentum. We’ve also turned the insights into a practical step-by-step guide, ready to download and share with your peers. Read the full newsletter and download the guide: https://lnkd.in/dbpJR_bY 📩 Want insights like this delivered monthly? Subscribe to our newsletter.

We’re beyond proud to share that TaxDome has won two honors at the 2026 CMX Community Industry Awards — the premier global awards for excellence in community building. This year: 🏆 The TaxDome Community won Best Customer Support Community 🏆 Edwin Sebastián González Molina, Community Relations Manager at TaxDome, won B2B Community Professional — for the second year in a row These wins reflect the impact of a fast-growing, member-led community built on meaningful conversations, shared knowledge, and feedback that directly shapes how TaxDome evolves. To every community member who asks questions, shares experience, and supports others — thank you. This recognition belongs to you! 🔗 Join our community of 7,700+ tax, bookkeeping, and accounting professionals growing together: https://lnkd.in/eYWywFKB

Tax return review meetings, strategy calls, year-round email questions — are you tired of providing extra services with clients paying the same old price? In “From scope creep to upsells,” Ryan Lazanis, CPA (Founder | Future Firm) and Petar Iliev (CRO | TaxDome) showed firms how to package their services to ensure clients understand what they get for the price they pay and what it costs for additional services. Firms that are getting every penny of what they’re worth are increasing revenue as client expectations increase. Join Ryan and Petar as they walk you through the psychology of tiered pricing, how to package your services, and how to turn growing client expectations into growing revenue: https://lnkd.in/dzJ-6yG3

Building firm value isn’t something you start thinking about when a sale is already on the table. It’s shaped much earlier — through everyday decisions about how the firm operates, grows, and leads. That’s why we collaborated with Sabrina Parris, CPA, who has built and sold her own firm, to unpack what actually shapes accounting firm value In our latest newsletter, we break down those drivers and why technology sits at the foundation of everything that follows. If you’re building for the long term, this is a must-read because every day you wait is a day of value left on the table. Read the full newsletter and download the guide: https://lnkd.in/e46MzkzH 📩 Join our newsletter for monthly insights on building stronger firms.

Struggling with slow client responses that stall projects and force you to send reminder after reminder? End the frustration — just like JM Tax Advisors, a UK team of 8 providing US tax services to 500+ clients, did after switching to a secure, end‑to‑end platform that delivers a seamless, mobile‑first client experience. 🗣️ "With TaxDome, especially clients who have the app downloaded, the response time is within 24 hours." — Jason Mathew, Director, JM Tax Advisors 8 staff | 500+ clients | UK 🔹 10x (90%) faster client response times 🔹 50% faster client intake with fewer follow‑ups 🔹 90 minutes saved per client document signing No more delays, friction, or frustration — just happier clients, a more productive team, and work that moves forward effortlessly. 🔗 See how JM Tax Advisors did it. Read the full case study on our blog: https://hubs.ly/Q040rW3_0

How do growing firms set up their tech stack for long-term success? Maria Gallego from our onboarding team shares what we see working best when firms move to a new practice management platform — from scalable folder structures to flexible workflows. “When processes are clearly defined and consistently followed, teams spend less time figuring out ‘what’s next,’ reduce rework, and can onboard new staff more easily.” ↓ Swipe for Maria’s insights — and let us know in the comments: What’s one setup decision that’s helped your firm most during onboarding? #TaxPros #AccountingWorkflow #PracticeManagement #TaxDome

The TaxDome Customer Success Team has done it again! We’re honored to have earned a Silver Stevie Award for Customer Service Team of the Year — for the second year in a row! Often called the Oscars of the business world, the Stevie Awards recognize best-in-class organizations delivering exceptional results. This consecutive win reflects the measurable impact our Customer Success Team made in 2025, including: 🔷 94% average CSAT 🔷 < 1 hour average response time 🔷 98.6% onboarding CSAT But award-winning customer service at TaxDome goes beyond helping our customers — it extends to their clients as well. Firms on TaxDome’s Business plan no longer have to answer “How do I…?” questions. With TaxDome Client Care, our award-winning team handles client-facing platform support directly, so firms can stay focused. “I was very surprised by the customized service you guys offer. I wasn’t expecting that at all. When you acquire software, they take care of you for the first three months — after that, you’re on your own. But with TaxDome? Every step of the way since day one.” – Olga Hurtado | Founder | NeatBooks 20+ staff | Doral, Florida Learn more about why the Stevie Awards chose the TaxDome Customer Success Team as a top-performing Customer Service Team of the Year. Read the full story: https://lnkd.in/eeXfemME

This tax season, are you still retyping W-2 and 1099 data — and switching between tools — to complete a single tax return? That’s not tax prep. That’s busywork. Automate it. Bring every step into one end-to-end platform. Stop working nights and weekends. Intake & Delivery, powered by TaxDome and Juno, replaces disconnected manual steps with the industry’s most automated, end-to-end workflow: proposal → intake → AI data entry and review → unified tax return delivery → e-sign and payment — all in one system. Un-busy your busy season — starting today. There’s a better way to run tax prep now. Book a demo to see the full Intake & Delivery workflow live — and how it would work for your firm: https://lnkd.in/eNwfZkD9