TaxDome

TaxDome TaxDome is the leading practice management platform for tax, bookkeeping & accounting firms. Scale your firm while delivering a world-class client experience.

Trusted by 15,000+ practices in 25+ countries, with a 4.9-star client app and 40,000+ reviews.

Tax Week in Maryland is almost here, and we’re so glad to be part of it.From November 16–19, MACPA’s Advanced Tax Instit...
11/05/2026

Tax Week in Maryland is almost here, and we’re so glad to be part of it.

From November 16–19, MACPA’s Advanced Tax Institute welcomes tax professionals to Martin’s West and online for four days of learning. The days cover business tax, real estate and partnerships, estate planning, and state and local tax, with 23 sessions led by 36 experts. Here’s a look at the full lineup.

â—Ź Federal Tax Procedure Update
Presented by Eli Noff, JD, CPA and Eric Rollinger JD, MPA, CPA, CVA, MAFF

â—Ź Individual Tax Update
â—Ź Multistate Income Tax Issues of Trusts and Estates
Presented by David De Jong, LLM, CPA-ABV, CVA, AEP

â—Ź Business Tax Update
Presented by Brian O'Connor, J.D., LL.M and Elizabeth Stieff

â—Ź AI and Data Security
Presented by Greg Tselikis, Susan Massey and Devin Gaither

â—Ź Avoiding Costly Tax Mistakes
Presented by Eli Noff, JD, CPA

â—Ź Scam Victim Issues and Tax Consequences
Presented by Justin Hughes, CPA, JD, LLM

â—Ź Limited Partner Exception to Self-Employment Taxes: Long History, Current Cases, and Future Impact
Presented by Hale Sheppard

â—Ź Real Estate Tax Policy and Legislative Update
Presented by Ryan McCormick

â—Ź Real Estate Tax Transactional Planning Issues and Opportunities
Presented by Paul Wilner

â—Ź Partnerships Mergers and Acquisitions
Presented by Whit Cocanower

â—Ź Real Estate Partnership Tax Considerations: Practical Introduction to Sections 704(c) and 752
Presented by Jeff Erickson, CPA and Ashley Lu

â—Ź Profits Interest Planning
Presented by Brian O'Connor, J.D., LL.M, Christopher Davidson, LL.M., J.D., and Matthew Carruth

â—Ź Recent Federal Tax Developments for Estate Planners
Presented by Beth Kaufman and Meghan Federman

â—Ź Inherited IRAs with a Trust as the Beneficiary
Presented by Jake Polivka, Rebecca Sheppard and Richard Adams

● What Can I Say Except, You’re Welcome? Reporting Gifts on Form 709
Presented by Sarah Kahl

● Maryland Comptroller’s Office Update
Presented by Comptroller Brooke Lierman and her leadership team

â—Ź What you need to know about state taxation in a rapidly changing world
Presented by Karen Syrylo and Jeffrey Friedman

â—Ź Maryland Court Cases
Presented by Murray Singerman and Renee Nacrelli

â—Ź Your Robot Is Not Licensed, But You Are: OPR Issue No. 2026-19, Circular 230, and the Developing Duty of Care
Presented by Peter Haukebo

â—Ź Determining PTE Entity Tax in Maryland and elsewhere: issues to consider
Presented by Elil Shunmugavel Arasu, Walter Calvert, Elizabeth Stieff, Matthew Carruth and Karen Syrylo

â—Ź Mid Atlantic State Update
Presented by Elissa Borges, Jason Skrinak, CPA, and Elil Shunmugavel Arasu

â—Ź National Developments in SALT with Congressional Updates
Presented by Douglas Lindholm, Brian Oliner and Eric Carstens

Between sessions, we’d love to meet you. Stop by our booth to meet our Ambassador, Yehuda Tenenbaum, EA and see how firms your size run on TaxDome, and how their clients use the TaxDome app, rated 4.9 stars across 40,000+ reviews.

🗣️ “The scan and upload feature makes it so simple!” 🗣️ “Could not have been easier to review docs, services, invoices a...
11/04/2026

🗣️ “The scan and upload feature makes it so simple!”
🗣️ “Could not have been easier to review docs, services, invoices and make payment.”
🗣️ “I am in my early 70’s and Trevor’s streamlined portal makes it easy to transmit documents back and forth in an efficient and comprehensive way.”

Most clients don’t mind sending documents. They mind not knowing what’s still missing.

With the TaxDome client app, your clients snap a photo to upload a document, see exactly what you need next, and message your team from their phone. Your client checks off a request. Your team sees it done without sending a single follow-up.

It works for someone forming a nonprofit, and for a client in their early 70s who’s been with the same firm for years. That’s how one smooth tax season turns into a lifetime client.

The TaxDome client app holds 4.9 stars across 40,000+ reviews. Clients who use the app even once are 6x less likely to go inactive, so November is the right time to bring them on board. Start now, and by the time W-2s, 1099s, and 1120s arrive, your clients will already know how to send docs, communicate, and pay easily through their mobile devices.

Not sure if the app is right for you clients? Head over to out clickable prototype where you’ll be able to see exactly what it’s like from the clients side and discover what happens on your side when clients take action in the app.

Go to https://taxdome.com/mobile-app and hit “try the app” .

Just one day to go until our live webinar! Five industry leaders discuss where accounting technology is headed and AI th...
11/03/2026

Just one day to go until our live webinar! Five industry leaders discuss where accounting technology is headed and AI that handles the busywork so your team can focus on clients.

CPO Ilya Radzinsky and CRO Petar Iliev give a live walkthrough of the latest AI updates across TaxDome, including Atlas, our new API and MCP. Plus, three firm owners show how they use it in their practice.

You’ll also get a first look at something special we’re saving that will make it even easier for clients to work with you.
Save your place now. This is one you don’t want to miss.

Live tomorrow at 2 PM ET. Free to attend. Can't make it live? Register, and we'll send the recording. Link in the comments.

11/02/2026

On September 1, accounting and tax firms joined us in Calgary.

We talked through how firms are getting clients into our 4.9/5-star app from day one so the follow-up chasing stops, walked through real tax workflows that run from intake to delivery without manual handoffs, and spent a good part of the session on building a billing setup that helps firms collect payment 2.5x faster.

What stuck with us most was watching firms build these processes with our team right there in the room. That’s the reason we run these in-person seminars. Firms leave with a plan they can actually use next week, and with a few new peers who are solving the same problems.

On November 5, we’re bringing the seminar to Toronto. It’s one of our last seminars of 2026, so you don’t want to miss the chance to sit down with our team and other Ontario firms before busy season starts.

Register for Toronto via the link in the comments.

10/30/2026

Slack, Gmail, Teams, a text at midnight đź‘»

The buzzing only stops when every client message lives in one app.

Rest easy this spooky season with TaxDome.

“The bar for the profession has become strikingly low.”Jonny Baker, CFO at Lone Star Chemical, wanted more than tax retu...
10/29/2026

“The bar for the profession has become strikingly low.”

Jonny Baker, CFO at Lone Star Chemical, wanted more than tax returns from his accounting firm. He wanted strategic advice and a CPA he could trust to point out his business’ blind spots.

In the free guide, he shares the client perspective on finding a firm that delivers more than routine compliance. Plus, his five key steps to building client relationships that last.

Download the guide. Link in the comments.

When a Domer is away, they're really away.Our team is spread across dozens of countries, and we work hard for the accoun...
10/28/2026

When a Domer is away, they're really away.

Our team is spread across dozens of countries, and we work hard for the accounting firms that run on our platform. We also believe people can only sustain that kind of effort when they're physically and mentally well. Protected time off is one of the ways we look after that.

So, when a Domer sets their status to OOO, the team covers, the notifications wait, and their only priority is whatever helps them recharge. For some, that means moving their body. For others, it's music, family, or giving their time to something bigger than work.

Swipe through to see how a few of our teammates spend their time away from the office.

How do you reset after a busy season? Share it in the comments.

84% of accounting clients value a personalized approach to their tax strategy. Your team wants that too, but the day fil...
10/27/2026

84% of accounting clients value a personalized approach to their tax strategy. Your team wants that too, but the day fills up with work clients never see.

On November 4 at 2 PM ET, join CPO Ilya Radzinsky and CRO Petar Iliev for a walkthrough of the latest AI updates across TaxDome, including Atlas, our new API and MCP. Plus three firm owners on how they’re using AI: Ryan Bakke, CPA, Mitch Petracca, CPA, and Joel Yaeger, CPA.

Free to attend. Can't make it live?

Register and we'll send the recording. Link in the comments.

Accountex Canada 2026 runs November 3-4, bringing 1,100+ accounting and finance professionals to the The International C...
10/26/2026

Accountex Canada 2026 runs November 3-4, bringing 1,100+ accounting and finance professionals to the The International Centre, Hall 5, Toronto (Mississauga), Ontario for two days of CPD-accredited education. TaxDome will be at booth #320, and we would love to connect with you at the event.

Both keynote days are stacked this year. Here's the full lineup, mapped out so you can plan around it:

Day 1 (Tuesday, November 3)
â—Ź Economic Update | David-Alexandre Brassard, CPA Canada
â—Ź The First 90 Days: Systematic Workflows From First Call to Fully Onboarded | Michelle Arnason, Arnason Accounting & Co.
â—Ź Accrual Intentions: I let AI do every role in my accounting firm. I don't recommend it. | Alexis Kingsbury, Ukoru

Day 2 (Wednesday, November 4)
â—Ź Tax Reform | Kim Moody, Kim G C Moody Professional Corporation
â—Ź From Bookkeeper to Trusted Advisor: Building Client Confidence and Stronger Relationships | Nadine Niba, BDO Canada
â—Ź The AI Odyssey: The Ethical Journey | Garth Sheriff, Sheriff Consulting

Patrick Payne, Brian Nguyen, Rushabh Kapadia, Maria Coronado, and Kabir Malik will be on the floor both days. Catch them at booth 320, tell us which session stuck with you, and we'll show you how TaxDome runs your firm from first call to filed.

You've read the help docs. You've watched the walkthroughs. What you haven't had is someone who lives in this software p...
10/23/2026

You've read the help docs. You've watched the walkthroughs. What you haven't had is someone who lives in this software pulling a chair up to your table and building it with you, right there in your account.

That's the whole point of a TaxDome Seminar, and for the last three of the year, here's who you'll be working with:
â—Ź Seattle, November 3rd - Maria Gallego and Maria Alcocer
â—Ź Toronto, November 5th - Patrick Payne and Maria Coronado
â—Ź Philadelphia, November 12th - Juan Rodriguez

You bring the laptop and the questions you've been putting off. They bring the answers you need. Setups, onboarding, tax workflow, billing — done and running before you leave.

Seats are limited so everyone gets real time with the team. Claim yours before they’re gone.
Register now via the link in the comments.

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Cheyenne, WY

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