TaxDome Blog

Client onboarding software for accountants: Streamlining the first step in client relationships

Discover the best client onboarding software for accountants to remove friction and jump straight to delivering value — for clients and the firm.

Aaron Brooks

July 6, 2026

#Client management

12 best CRMs for accountants, bookkeepers and tax professionals in 2026

Explore our handpicked list of the 12 best CRM software for accountants, bookkeepers & tax professionals in the industry to find the perfect fit for your tasks.

#Client management

Bookkeeping client onboarding checklist for 2026 (with templates inside)

Streamline your bookkeeping client onboarding with our comprehensive checklist. Discover key steps, essential documents, and how TaxDome can enhance your process with templates, tools, and automation.

#Advisors

How much do payroll services cost in 2026? A complete breakdown

76% of businesses outsource payroll to save money. Find out how much payroll services cost and which option is right for you.

#Industry news

Digital transformation in finance and accounting: breaking growth barriers with technology

Discover how the top accounting firms are breaking growth barriers with digital transformation strategies that improve efficiency throughout their practices.

#Client management

Bookkeeping client onboarding checklist for 2026 (with templates inside)

#Advisors

How much do payroll services cost in 2026? A complete breakdown

76% of businesses outsource payroll to save money. Find out how much payroll services cost and which option is right for you.

#Industry news

Digital transformation in finance and accounting: breaking growth barriers with technology

Discover how the top accounting firms are breaking growth barriers with digital transformation strategies that improve efficiency throughout their practices.

#Industry news

Top 6 UK accounting conferences to attend in 2026

Explore our guide to the top 6 accounting conferences in the UK for 2025, including event details, highlights, and reasons to attend.

#Practice management

The 14 best accountancy practice management software for UK firms (2026 update)

Discover the 10 best accounting practice management software for UK firms. Compare features, limitations, and pricing to find the perfect software for your needs.

#TaxDome updates

Webinar recap and Q&A: Summer Update 2026

Last week, we brought together Ilya (Chief Product Officer) and Petar (Chief Revenue Officer) for a live webinar showcasing the Summer Update 2026. The session dived into how TaxDome is helping firms serve every client, grow without adding headcount, and deliver better experiences across every channel. Three accounting firm owners joined to show how this […]

#Productivity

Referral program strategies for accounting firms: driving growth from loyalty

Client referrals are the gold standard of marketing strategies for accounting firms, but you don’t have to sit back and wait for recommendations. Every client on your system is a potential source of referrals, and some of them only need a gentle nudge to take the next step. A winning referral strategy turns your most […]

#Accounting workflow

How much does an accountant cost in 2026? A complete guide to accountant fees and charges

Discover how much accountants cost, compare fee structures, and learn tips to reduce accounting expenses in this comprehensive guide.

#Growth, #Marketing

12 best ways to market your bookkeeping business

Maximize the potential of your bookkeeping business with 12 top marketing strategies. Attract more clients and grow your brand with tried-and-tested techniques.

#Accounting workflow

CPA vs accountant: what’s the difference?

Learn the key differences between CPAs and accountants, including their roles, services, costs, and when to hire each for your financial needs.

#Practice management, #TaxDome updates

Unpacking the differences between TaxDome Payments and Stripe

TaxDome Payments is a new payment solution for tax, bookkeeping, and accounting firms of all sizes, from firms with 50+ team members to solo practices. With Stripe as the infrastructure, TaxDome Payments builds on services trusted by millions of businesses worldwide and transforms it into a solution for the accounting profession’s most advanced payment needs. […]

#Practice management

Best Aero Workflow alternatives to streamline your accounting practice

TL;DR: Aero Workflow was an early pioneer in cloud software for accounting teams. It built a name for itself by helping firms move away from spreadsheets to an integrated system for managing tasks, client data, and recurring workflows. Modern practices need more than an upgrade from spreadsheets, though. In 2026, there are plenty of Aero […]

#Practice management

Pixie vs Karbon vs TaxDome: which practice management software is better for accountants?

If you’re comparing Pixie and Karbon, the two platforms may look similar at a glance. Both position themselves as practice management systems for accounting firms, but the similarities end here. One is a simple solution for smaller firms; the other is a more advanced system for collaborative teams. As you dig into the details, everything […]

#Productivity

Free bank reconciliation template + guide to automating account reconciliation

A bank reconciliation template brings speed and consistency to ongoing reconciliation work. This is one of the most time-intensive tasks for accounting teams, and the heavy emphasis on manual data entry means it’s also prone to errors. Every discrepancy requires investigation and each client query puts the workflow on pause. Some delays are unavoidable, but […]

#Productivity

How to make a profit and loss statement: free template, examples, and step-by-step instructions

Profit and loss statements provide fundamental insights into your clients’ financial health. By breaking down revenue and expenses, clear reporting can inform key business decisions and flag potential issues early. Consistency becomes increasingly challenging as you handle more clients, though. Your team is growing, and so is your workload, so how do you retain control […]

#Productivity

The best 1099 software for accountants & CPA firms: features, pricing, and more

Explore the best 1099 software for accountants and CPA firms. Compare features, pricing, and integrations to find the right fit for your workflow and client needs.

#Growth

Karbon vs. Canopy: which practice management software is right for your firm

Compare Karbon and Canopy in this detailed guide for accounting firms. Get insights on features, pricing, and which tools fit different firm types.

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