Q3 24 Feature Release Roundup

Explore tools that will give you an edge in the upcoming tax season — TaxDome AI, Client requests, Workflow customization and automation updates, Zapier, and more.

What to expect:
Client Experience & Management Enhancements: Explore AI-powered tools, secure Google SSO, effortless client requests & document approvals, streamlined communication tools, and user-friendly client apps. Learn how we make your interactions fast, organized, and trackable, resulting in higher client satisfaction.

Revenue Operations: Learn about flexible payment options and customized invoicing- build trustworthy relations with your clients.

Firm Management: Maximize productivity using capacity planning with role-based assignments while efficiently managing team's workload, job budgets, and time tracking.