Release notes May 2024 - April 2025 (Archived)

Rămâneți la curent cu cele mai recente actualizări, caracteristici noi și îmbunătățiri cu notele de lansare ale Centrului de asistență.

Notă

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

Aprilie 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 .

Martie 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 .

februarie 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 .

Ianuarie 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 .

Decembrie 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 .

Noiembrie 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 .

Octombrie 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 .

Septembrie 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 .

August 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 .

Iulie 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 .

Iunie 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 .

Mai 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 .

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