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TaxDome

FINANCE
Velocity5.0

TaxDome Pipelines now remember your filters, and long task names stop getting cut off.

accountingpractice-managementworkflowfiltersclient-portal
◆Current state
TaxDome's 11 November updates fix two daily irritations: Pipelines keep filters such as job assignee across pipelines, page changes and the next day in the same browser, and the name column in Tasks and Jobs can be widened and remembers its width. Earlier in the month came a Tax Summary that handles checks, payment plans and refund tracking, task grouping by assignee and search across Firm Templates.
◆Where it's heading
After the October push on firm-wide visibility (Work Forecaster, grouping jobs by pipeline), TaxDome is now on smaller workflow fixes that save clicks for staff who live in Jobs, Tasks and Pipelines. The cadence is several small releases a week.
◆Prediction
More small list and filter fixes are likely, since TaxDome is openly asking users which interface details slow them down. Filters stored only per browser suggest saved filters synced across devices could follow.

◆Recent moves

  1. 3d ago

    No more re-applying filters in Pipelines

    Pipeline filters such as job assignee or account name now stay applied across pipelines, page visits and the next day, stored per browser. It brings Pipelines in line with Jobs and Tasks, which already remember filters, and fits the month's run of small workflow fixes.

    View source ↗
  2. 3d ago

    Resize the name column in Tasks and Jobs

    The name column in Tasks and Jobs can now be dragged wider, and the width is remembered. A small fix that saves opening each task to read its full name.

    View source ↗
  3. 5d ago

    TRD Tax Summary update: clearer payments, refund tracking links and more local taxes

    Tax Summary now covers checks, payment plans, scheduled withdrawals and custom instructions, puts vouchers next to each payment and adds refund tracking links. It moves TaxDome's workflow focus from internal job visibility to the client side of delivering a return.

    View source ↗
  4. 10d ago

    Find templates faster in Firm Templates

    Search now covers every Firm Templates tab, and job templates show which pipelines use them before deletion. It is setup cleanup for firms with large template libraries ahead of the season.

    View source ↗
  5. 10d ago

    Group tasks by assignee: your whole team on one screen

    Grouping tasks by assignee extends the firm-wide visibility TaxDome built for jobs in October down to individual tasks. It targets unowned work, which TaxDome says is mostly overdue already.

    View source ↗
  6. 15d ago

    Link email threads to jobs — now available to everyone

    Email threads can be linked to jobs and shown in the job sidebar, now for all TaxDome firms. It keeps client correspondence with the work instead of in individual inboxes.

    View source ↗