Printer reliability
Cleaner PDF rendering and fewer crashes when printing to TaxDome from tax software — so what the client receives matches what you printed.
No matches.
Now
RightWorks & Verito hosted desktop support
Managed installers and multi-user sessions on RightWorks, Verito, and similar hosted Windows environments — ready for the v3 sunset cutoff.
Next
TRD: Multi-Select Actions in Document History
Start a multi-document tax return delivery from the desktop app. Select several uploaded files and send them as one client-facing TRD package — without switching to the web.
"Config and Send" — streamlined document sending for Full-Service accountants
After upload, configure link to job, lock to invoice, request approval, and request signature in one web flow — then send the full package to the client. Restores the v3 pre-send workflow for year-round firms.
Multi-file upload — same client, different folder per file
Upload several files for one client in a single session. Pick the client once; assign a folder per file (or apply one folder to all, then override). Rename each file before upload.
Recent client suggestions in the Upload window
Clients you uploaded to recently appear at the top of the picker — less scrolling through long client lists.
Folder pre-selected based on your last upload
If you keep uploading to the same folder, the app remembers and pre-selects it on the next upload.
Keyboard-first client search in upload window
Focus lands in client search automatically; arrow keys move through the list — no mouse required.
Drag & Drop files support on Desktop uploads window
Drop files onto the TaxDome Desktop upload window to start an upload — same as v3 drag-and-drop.
Later
Suggest filenames automatically (AI-based prefill)
Suggest a filename from document content — e.g. "2024 Form 8879 — John Smith".
Preserve PDF bookmarks when printing via TaxDome Printer
Keep tax-software PDF bookmarks when printing to TaxDome — not one flat PDF without navigation.
Right-click actions in TaxDome Drive
Request signature, link to job, or notify the client from a file in Windows Explorer — v3 Drive context menu parity.
"Send to TaxDome" from anywhere in Windows (Share/Send To integration)
Right-click any file in Windows Explorer and send it to TaxDome to start an upload — even outside the Drive.
Future
Built-in scanner support — scan directly into client folder
Scan paper documents from a TWAIN-compatible scanner straight into a client folder in the desktop app.
Native Mac app
Run TaxDome Desktop natively on Mac — no Parallels or Windows VM required.
Backlog
Validated ideas with no committed window. Includes low-priority UX and longer-term bets.
Persistent search/filters in upload history
Keep filters and sort order in upload history between sessions. Low priority — not planned for the near term.
Multi-file upload — different client per file (with confirmation step)
One batch where each file goes to a different client. Requires a confirmation step before send. Separate from same-client multi-file upload; not on the near-term plan.
Move job to the next pipeline stage when you upload
When you upload a final return or deliverable, the linked job advances to the next pipeline stage automatically.
Save your filename pattern as a template (user-defined naming rules)
Define your firm's naming convention once and apply it on every upload.
Backblaze / iDrive / 3rd-party backup tool compatibility for Z drive
Let common backup tools recognize TaxDome Drive as a normal local drive.
Built-in backup for the Drive (automated local sync)
A simple local snapshot of your TaxDome working folder.
Show archived accounts in Drive
Toggle in settings to surface archived accounts in Drive — for firms that use archived accounts in backup workflows. v3 parity. UX TBD (per-firm setting since use cases vary).
Tax return mills & TRD
TRD: Multi-Select Actions in Document History
Multi-doc TRD from desktop — throughput for high-volume return delivery.
Multi-file upload — same client, different folder per file
Several files, one client, per-file folder — the multi-upload model for mills (not multi-client batching).
Printer reliability
Stable print-to-TaxDome from Drake, UltraTax, and similar.
Preserve PDF bookmarks when printing via TaxDome Printer
Bookmarked PDFs from tax software stay navigable after print.
Full-service accountants
"Config and Send" — streamlined document sending for Full-Service accountants
Post-upload web stepper: link to job, lock to invoice, approval, signature — one send to client. Parallel to TRD for non-tax work.
Multi-file upload — same client, different folder per file
Batch upload for one client with per-file folders — bookkeeping, payroll, advisory docs.
Drag & Drop files support on Desktop uploads window
Drop files onto the upload window.
Move job to the next pipeline stage when you upload
Advance the job when you upload a deliverable.
Multi-file upload — different client per file (with confirmation step)
Extension-season batching — not same-client multi-upload; backlog only.
Hosted desktops (RDP)
RightWorks & Verito hosted desktop support
Installers, AppData paths, and multi-user sessions for RightWorks and Verito.
Upload window & perceived speed
Recent client suggestions in the Upload window
Recent clients first in the picker.
Folder pre-selected based on your last upload
Remember last folder per workflow.
Keyboard-first client search in upload window
Type and arrow-key through clients.
Persistent search/filters in upload history
Saved history filters — backlog, low priority.
Suggest filenames automatically (AI-based prefill)
AI filename suggestions on rename.
Save your filename pattern as a template (user-defined naming rules)
Firm-wide naming templates.
Auto-fill client's name when renaming a file
Client name prefilled when you rename an upload.
Drive & Windows integration
Right-click actions in TaxDome Drive
Signature, link to job, notify from Explorer.
"Send to TaxDome" from anywhere in Windows (Share/Send To integration)
System-wide Send to TaxDome.
Backblaze / iDrive / 3rd-party backup tool compatibility for Z drive
Third-party backup tools recognize Z: drive.
Built-in backup for the Drive (automated local sync)
Built-in Drive snapshot backup.
Show archived accounts in Drive
Surface archived accounts in Drive — v3 parity for firms running backup workflows.
Printing & scanning
Printer reliability
Print quality and stability improvements.
Built-in scanner support — scan directly into client folder
TWAIN scan into client folder — TX-1899 scanner segment.
Platform
Native Mac app
Native macOS desktop — discovery and build TBD.