Release notes May 2024 - April 2025 (Archived)

Rimani informato sugli ultimi aggiornamenti, nuove funzionalità e miglioramenti con centro assistenza note di rilascio.

Nota

This article contains archived updates. For the latest changes, see the current release notes .

Aprile 2025

• E-signature audit trail certificate: Download an e-signature completion certificate  with signer info, timestamps, IP addresses, and signature method for each signed document.

• More events in Activity feed: Track organizer, proposal events , and more.

• Account roles in the workflow: Assign tasks and jobs by role during creation to route work automatically.

• Document viewer improvements: Use a redesigned full-screen viewer with quick access to actions like download, print, seal, request signature and approval.

• Simplified proposal signature settings: Adjust signature requirements before or after sending a proposal . Allow one or all signers, or remove signature requests for certain contacts.

• Sync changes in services used in templates: Choose to auto-update related templates when a service is renamed or the rate is changed.

• Bulk invoice deletion: Select and delete multiple unpaid invoices at once.

• Save custom PDF stamps: Create and reuse custom PDF stamps like Draft or For Review across your firm.

• Formatting options for explaining client requests: When sending a message to the client along with the request, use formatting, emojis, and links. 

• Deletion confirmation for key items: Confirm before deleting tags , stages, and other entities to prevent accidental removal.

• Tasks due soon indication: A yellow exclamation mark appears for tasks with due dates approaching within 3 days.

  Explore all the listed features and more in our blog .

Marzo 2025

• Support plans & implementation packages: Get personalized support and flexible implementation assistance .

• System email redesign: More polished and professional system email formatting .

• More events in Activity feed: Track firm settings, payment settings, integrations , and more.

• Job assignee as a sender: Automate messages using the job assignee as a sender.

• Inbox+ filters & sorting: Filter notifications by time interval and sort them chronologically.

• Bulk account role allocation: Assign roles to multiple client accounts at once.

• Unfinished elements linked to jobs: Identify items required to trigger job automove right on the job card.

  Explore all the listed features and more in our blog .

Febbraio 2025

• Global Organizers list: Access all organizers at once and track organizer statuses firm-wide.

• CRM sync for organizers: Sync client responses to CRM in one click.

• Move documents between client accounts: Instantly transfer files from one client account to another.

• Archive for everyone in Inbox+: Reduce notification clutter by archiving messages for the entire team.

• Dark mode for the firm portal menu: Reduce eye strain with a dark mode switcher for the side menu .

• Pre-fill organizers for team members: Allow team members to pre-fill organizer responses using previous client data.

• Mandatory service selection in time entries: Prevent missing details by requiring a service before completing a time entry .

• Bulk update time entry types: Change multiple unbilled time entries from Billable to Non-billable in one step.

• Net due field in invoices & accounts: Automatically calculate outstanding balances by subtracting available credits from the total due.

  Explore all the listed features and more in our blog .

Gennaio 2025

• Job custom statuses: Assign custom job statuses like ‘Missing Info’ or ‘Needs Extension’ to manage workflow exceptions.

• Account roles: Automatically assign jobs and tasks to team members based on predefined roles, like ‘Reviewer’ or ‘Bookkeeper.’

• Activity feed: Track your team members’ activity and clients’ portal logins for better visibility and compliance tracking.

• Team capacity: Manage team resources by setting working hours for each team member and reviewing capacity reports.

• Internal chats: Send internal messages that are visible only to team members, not clients.

• Zapier integration upgrade: Automate account creation and contact linking from external tools like Google Sheets.

• Enhanced one-click filters: Use operators like “All of” and “None of” for more precise client searches.

• Mandatory 2FA for clients: Require two-factor authentication for clients to enhance security.

• Bulk-link time entries: Link multiple time entries to a job in one action.

• Link proposal invoices to jobs: Invoices included in proposals are automatically linked to jobs to secure payments upfront and trigger automove.

• Edit paid invoices: Correct common errors in paid invoices or delete offline payments easily.

• Promo credits in payments: Promo credits are handled as a payment source .

• Organized document uploads: Automatically save files uploaded through organizers directly into pre-set folders for better organization.

• Docs full-screen viewer: Switch between preview and full-screen mode when viewing documents to suit your needs.

  Explore all the listed features and more in our blog .

Dicembre 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 .

Novembre 2024

• 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 .

Ottobre 2024

• 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 .

Settembre 2024

• 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 .

Agosto 2024

• 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 .

Luglio 2024

• 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 .

Giugno 2024

• 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 .

Maggio 2024

• 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 .

Condividere

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