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Education resources

Use case
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
  • Documents
  • +1
    • Setup & Implementation
1 Min
Video
TaxDome Academy – Create Your First Client Account in TaxDome
TaxDome Academy – Create Your First Client Account in TaxDome
  • Setup & Implementation
2.5 Min
Help Article
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
  • Setup & Implementation
32 Min
Use case
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
  • Bookkeeper
  • +3
    • CRM & Clients
    • Payroll
    • Team collaboration
1 Min
Video
TaxDome Academy – How to Add Stages and Automations
TaxDome Academy – How to Add Stages and Automations
  • Workflow automations
2 Min
Help Article
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 Min
Course
Workflow automation: 1. Map your current processes
Workflow automation: 1. Map your current processes
  • Workflow automations
15 Min
Use case
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Payroll
    • Workflow automations
1 Min

All resources

11
Video
TaxDome Academy – How to Add Stages and Automations
TaxDome Academy – How to Add Stages and Automations
  • Workflow automations
2 Min
Video
How to Create Tags
How to Create Tags
  • Setup & Implementation
0 Min
Video
TaxDome Academy – Top-Level Folders and Visibility Settings
TaxDome Academy – Top-Level Folders and Visibility Settings
  • Documents
2 Min
Video
TaxDome Academy – Lock Document to Invoices
TaxDome Academy – Lock Document to Invoices
  • Invoicing
1.1 Min
Course
Workflow automation: 1. Map your current processes
Workflow automation: 1. Map your current processes
  • Workflow automations
15 Min
Video
Product Webinar: Streamline Exchanging Documents Internally & with Clients
Product Webinar: Streamline Exchanging Documents Internally & with Clients
  • CRM & Clients
  • +2
    • Documents
    • Team collaboration
0 Min
Video
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
  • Team collaboration
28 Min
Help Article
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 Min
Help Article
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
  • CRM & Clients
7 Min
Help Article
Docs (Basic): Top-Level Folders & Access Levels
Docs (Basic): Top-Level Folders & Access Levels
  • Documents
3 Min
Help Article
Stripe & CPACharge (Basic): Connect, Disconnect
Stripe & CPACharge (Basic): Connect, Disconnect
  • Invoicing
5 Min
Show more
Video
TaxDome Academy – Experience the Magic of the Automated Workflow
TaxDome Academy – Experience the Magic of the Automated Workflow
  • Setup & Implementation
3 Min
Video
TaxDome Academy – Differences Between Accounts and Contacts
TaxDome Academy – Differences Between Accounts and Contacts
  • CRM & Clients
2.3 Min
Video
Documents Section Overview
Documents Section Overview
  • Documents
2.3 Min
Video
TaxDome Windows Desktop App Overview
TaxDome Windows Desktop App Overview
  • Apps
5 Min
Video
TaxDome Firm Mobile App Overview
TaxDome Firm Mobile App Overview
  • Apps
3.7 Min
Video
TaxDome for Tax Professionals
TaxDome for Tax Professionals
  • Accounting & Taxes
6.7 Min
Video
AI Reporting overview
AI Reporting overview
  • CRM & Clients
4 Min
Video
TaxDome for Payroll Professionals
TaxDome for Payroll Professionals
  • Payroll
5.2 Min
Video
TaxDome Client Portal Mobile App: Overview
TaxDome Client Portal Mobile App: Overview
  • Apps
  • +1
    • CRM & Clients
6 Min

Video

12
Video
TaxDome Academy – Create Your First Client Account in TaxDome
TaxDome Academy – Create Your First Client Account in TaxDome
  • Setup & Implementation
2.5 Min
Video
TaxDome Academy – Copy the Sample Pipeline Template
TaxDome Academy – Copy the Sample Pipeline Template
  • Setup & Implementation
2 Min
Video
TaxDome Academy – Automate Adding Jobs
TaxDome Academy – Automate Adding Jobs
  • Setup & Implementation
1 Min
Video
TaxDome Academy – How to Prepare Your Client Data for Import
TaxDome Academy – How to Prepare Your Client Data for Import
  • CRM & Clients
1 Min
Video
TaxDome Academy – Invite Your Clients to TaxDome
TaxDome Academy – Invite Your Clients to TaxDome
  • CRM & Clients
  • +1
    • Setup & Implementation
2 Min
Video
TaxDome Academy – How to Import Clients into TaxDome
TaxDome Academy – How to Import Clients into TaxDome
  • CRM & Clients
3 Min
Video
TaxDome Academy – Top-Level Folders and Visibility Settings
TaxDome Academy – Top-Level Folders and Visibility Settings
  • Documents
2 Min
Video
TaxDome Academy – How to Request a Signature
TaxDome Academy – How to Request a Signature
  • Documents
2 Min
Video
TaxDome Academy – How to Sync Your Email
TaxDome Academy – How to Sync Your Email
  • CRM & Clients
  • +1
    • Setup & Implementation
1 Min
Video
TaxDome Academy – How to Request Documents from Your Payroll Clients through Chats
TaxDome Academy – How to Request Documents from Your Payroll Clients through Chats
  • CRM & Clients
  • +2
    • Documents
    • Payroll
2 Min
Video
TaxDome Academy- How to Manage Team Access to Client Data
TaxDome Academy- How to Manage Team Access to Client Data
  • CRM & Clients
  • +1
    • Team collaboration
2 Min
Video
Taxdome Academy – How to Make Pipelines Available to Team Members
Taxdome Academy – How to Make Pipelines Available to Team Members
1.3 Min
Show more
Course
Tax preparation in TaxDome
Tax preparation in TaxDome
  • Accounting & Taxes
  • +1
    • Setup & Implementation
80 Min
Course
Bookkeeping in TaxDome
Bookkeeping in TaxDome
  • Bookkeeper
  • +1
    • Setup & Implementation
65 Min
Course
Payroll in TaxDome
Payroll in TaxDome
  • Payroll
70 Min
Course
Workflow automation: 1. Map your current processes
Workflow automation: 1. Map your current processes
  • Workflow automations
15 Min
Course
Manage your team and enhance collaboration
Manage your team and enhance collaboration
  • Team collaboration
  • +1
    • Workflow automations
40 Min
Course
Quick setup: Set up your TaxDome account
Quick setup: Set up your TaxDome account
  • Setup & Implementation
25 Min
Course
Client communication: 1. Set up the client portal
Client communication: 1. Set up the client portal
  • CRM & Clients
20 Min
Course
Documents exchange: Manage documents like a pro
Documents exchange: Manage documents like a pro
  • Documents
55 Min

Course

9
Course
Workflow automation: 1. Map your current processes
Workflow automation: 1. Map your current processes
  • Workflow automations
15 Min
Course
Manage your team and enhance collaboration
Manage your team and enhance collaboration
  • Team collaboration
  • +1
    • Workflow automations
40 Min
Course
Collect client info easily with organizers
Collect client info easily with organizers
  • Workflow automations
45 Min
Course
TaxDome Invoicing Guide
TaxDome Invoicing Guide
  • Invoicing
60 Min
Course
Bookkeeping in TaxDome
Bookkeeping in TaxDome
  • Bookkeeper
  • +1
    • Setup & Implementation
65 Min
Course
Tax preparation in TaxDome
Tax preparation in TaxDome
  • Accounting & Taxes
  • +1
    • Setup & Implementation
80 Min
Course
Payroll in TaxDome
Payroll in TaxDome
  • Payroll
70 Min
Course
Client communication: 1. Set up the client portal
Client communication: 1. Set up the client portal
  • CRM & Clients
20 Min
Course
Quick setup: Set up your TaxDome account
Quick setup: Set up your TaxDome account
  • Setup & Implementation
25 Min
Show more
Help Article
TaxDome Dictionary
TaxDome Dictionary
  • Setup & Implementation
9 Min
Help Article
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 Min
Help Article
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
  • CRM & Clients
7 Min
Help Article
Docs (Basic): Overview
Docs (Basic): Overview
  • Documents
8 Min
Help Article
Windows App: Overview
Windows App: Overview
  • Apps
6 Min
Help Article
The TaxDome Mobile App for Firms (Android & iOS): Overview
The TaxDome Mobile App for Firms (Android & iOS): Overview
  • Apps
5 Min
Help Article
Team Management: Onboarding Checklist
Team Management: Onboarding Checklist
  • Team collaboration
15 Min
Help Article
Bookeeping: Configure Processes in TaxDome
Bookeeping: Configure Processes in TaxDome
  • Bookkeeper
  • +1
    • Workflow automations
12 Min
Help Article
Tax Preparation: Configure Processes in TaxDome
Tax Preparation: Configure Processes in TaxDome
  • Accounting & Taxes
  • +1
    • Workflow automations
23 Min

Help Article

12
Help Article
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
  • Setup & Implementation
32 Min
Help Article
CRM (Basic): Add Client Accounts
CRM (Basic): Add Client Accounts
  • CRM & Clients
8 Min
Help Article
CRM (Basic): Create & Apply Tags
CRM (Basic): Create & Apply Tags
  • CRM & Clients
10 Min
Help Article
Pipelines (Basic): Your First Pipeline With Automations Tutorial
Pipelines (Basic): Your First Pipeline With Automations Tutorial
  • Workflow automations
7 Min
Help Article
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
  • Workflow automations
20 Min
Help Article
CRM (Basic): Import a Client List
CRM (Basic): Import a Client List
  • Setup & Implementation
15 Min
Help Article
Docs (Basic): Top-Level Folders & Access Levels
Docs (Basic): Top-Level Folders & Access Levels
  • Documents
3 Min
Help Article
Signatures (Basic): Request E-Signatures from Clients
Signatures (Basic): Request E-Signatures from Clients
  • Documents
12 Min
Help Article
Email (Basic): Sync Your Email With TaxDome
Email (Basic): Sync Your Email With TaxDome
  • Setup & Implementation
9 Min
Help Article
Chats (Basic): Send Manually or Automatically
Chats (Basic): Send Manually or Automatically
  • CRM & Clients
17 Min
Help Article
Team (Basic): Add a Team Member
Team (Basic): Add a Team Member
  • Team collaboration
5 Min
Help Article
Get Help Setting Up Your Firm, Custom Domain, or Landing Page
Get Help Setting Up Your Firm, Custom Domain, or Landing Page
  • Setup & Implementation
1 Min
Show more
Use case
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
  • Documents
  • +1
    • Setup & Implementation
1 Min
Use case
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
  • Bookkeeper
  • +3
    • CRM & Clients
    • Payroll
    • Team collaboration
1 Min
Use case
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Payroll
    • Workflow automations
1 Min
Use case
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Documents
    • Payroll
1 Min
Use case
CPA Firm Brooklyn FI Tax on TaxDome: ‘It’s Written in the Language Of the Tax World’
CPA Firm Brooklyn FI Tax on TaxDome: ‘It’s Written in the Language Of the Tax World’
  • Accounting & Taxes
  • +1
    • Invoicing
1 Min
Use case
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Carter Cook CPAs Experience: Building a New Age Accounting Firm
  • CRM & Clients
  • +3
    • Payroll
    • Setup & Implementation
    • Team collaboration
1 Min
Use case
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
  • Accounting & Taxes
  • +2
    • Invoicing
    • Site building
1 Min
Use case
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
  • Accounting & Taxes
  • +4
    • Bookkeeper
    • CRM & Clients
    • Payroll
    • Workflow automations
1 Min

Use case

10
Use case
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
  • Documents
  • +1
    • Setup & Implementation
1 Min
Use case
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
Evolution Accounting & Consulting Experience: Growing a national practice to 1000+ clients with TaxDome
  • Bookkeeper
  • +3
    • CRM & Clients
    • Payroll
    • Team collaboration
1 Min
Use case
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Payroll
    • Workflow automations
1 Min
Use case
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Documents
    • Payroll
1 Min
Use case
CPA Firm Brooklyn FI Tax on TaxDome: ‘It’s Written in the Language Of the Tax World’
CPA Firm Brooklyn FI Tax on TaxDome: ‘It’s Written in the Language Of the Tax World’
  • Accounting & Taxes
  • +1
    • Invoicing
1 Min
Use case
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Carter Cook CPAs Experience: Building a New Age Accounting Firm
  • CRM & Clients
  • +3
    • Payroll
    • Setup & Implementation
    • Team collaboration
1 Min
Use case
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
  • Accounting & Taxes
  • +2
    • Invoicing
    • Site building
1 Min
Use case
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
  • Accounting & Taxes
  • +4
    • Bookkeeper
    • CRM & Clients
    • Payroll
    • Workflow automations
1 Min
Use case
How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season
How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season
  • Invoicing
1 Min
Use case
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
  • Accounting & Taxes
  • +3
    • CRM & Clients
    • Team collaboration
    • Workflow automations
1 Min
Show more
Webinar
TaxDome 101: the implementation guide for getting started
TaxDome 101: the implementation guide for getting started
  • CRM & Clients
  • +1
    • Setup & Implementation
32 Min
Webinar
Use e-signatures for effortless turnaround of client documents
Use e-signatures for effortless turnaround of client documents
  • CRM & Clients
  • +2
    • Documents
    • Invoicing
36 Min
Webinar
Utilize forms your clients will enjoy filling in
Utilize forms your clients will enjoy filling in
  • Client portal
  • +2
    • CRM & Clients
    • Documents
29 Min
Webinar
Streamline client communication
Streamline client communication
  • Client portal
  • +1
    • CRM & Clients
51 Min
Webinar
Onboard new employees quickly
Onboard new employees quickly
  • Setup & Implementation
  • +2
    • Team collaboration
    • Workflow automations
69 Min
Webinar
Master document management
Master document management
  • Client portal
  • +2
    • Documents
    • Workflow automations
43 Min
Webinar
Manage your team efficiently
Manage your team efficiently
  • Team collaboration
31 Min
Webinar
Leverage workflow automation in TaxDome
Leverage workflow automation in TaxDome
  • Team collaboration
  • +1
    • Workflow automations
42 Min
Webinar
Introduce TaxDome to your clients
Introduce TaxDome to your clients
  • Client portal
  • +2
    • CRM & Clients
    • Setup & Implementation
53 Min
Webinar
Get paid: proposals, engagement letters, invoices
Get paid: proposals, engagement letters, invoices
  • CRM & Clients
  • +2
    • Documents
    • Invoicing
32 Min
Webinar
AI-powered reporting: fuel growth with data-driven decisions
AI-powered reporting: fuel growth with data-driven decisions
  • Team collaboration
34 Min
Webinar
Digitizing your practice (beginner)
Digitizing your practice (beginner)
  • Client portal
  • +2
    • Team collaboration
    • Workflow automations
34 Min
Webinar
Building your workflows (intermediate)
Building your workflows (intermediate)
  • CRM & Clients
  • +1
    • Workflow automations
40 min Min
Webinar
Automate and optimize your workflows (advanced)
Automate and optimize your workflows (advanced)
  • Invoicing
  • +1
    • Workflow automations
47 min Min

Webinar

14
Webinar
TaxDome 101: the implementation guide for getting started
TaxDome 101: the implementation guide for getting started
  • CRM & Clients
  • +1
    • Setup & Implementation
32 Min
Webinar
Get paid: proposals, engagement letters, invoices
Get paid: proposals, engagement letters, invoices
  • CRM & Clients
  • +2
    • Documents
    • Invoicing
32 Min
Webinar
Leverage workflow automation in TaxDome
Leverage workflow automation in TaxDome
  • Team collaboration
  • +1
    • Workflow automations
42 Min
Webinar
Introduce TaxDome to your clients
Introduce TaxDome to your clients
  • Client portal
  • +2
    • CRM & Clients
    • Setup & Implementation
53 Min
Webinar
Master document management
Master document management
  • Client portal
  • +2
    • Documents
    • Workflow automations
43 Min
Webinar
Manage your team efficiently
Manage your team efficiently
  • Team collaboration
31 Min
Webinar
Onboard new employees quickly
Onboard new employees quickly
  • Setup & Implementation
  • +2
    • Team collaboration
    • Workflow automations
69 Min
Webinar
Streamline client communication
Streamline client communication
  • Client portal
  • +1
    • CRM & Clients
51 Min
Webinar
Use e-signatures for effortless turnaround of client documents
Use e-signatures for effortless turnaround of client documents
  • CRM & Clients
  • +2
    • Documents
    • Invoicing
36 Min
Webinar
Utilize forms your clients will enjoy filling in
Utilize forms your clients will enjoy filling in
  • Client portal
  • +2
    • CRM & Clients
    • Documents
29 Min
Webinar
AI-powered reporting: fuel growth with data-driven decisions
AI-powered reporting: fuel growth with data-driven decisions
  • Team collaboration
34 Min
Webinar
Digitizing your practice (beginner)
Digitizing your practice (beginner)
  • Client portal
  • +2
    • Team collaboration
    • Workflow automations
34 Min
Webinar
Building your workflows (intermediate)
Building your workflows (intermediate)
  • CRM & Clients
  • +1
    • Workflow automations
40 min Min
Webinar
Automate and optimize your workflows (advanced)
Automate and optimize your workflows (advanced)
  • Invoicing
  • +1
    • Workflow automations
47 min Min
Show more

Master TaxDome
the way you like it

Complete TaxDome Academy courses, view video tutorials, or read our blog, learn from certified consultants — or become one! Leverage everything TaxDome has to offer and maximize the efficiency of your tax practice!

TaxDome Academy Grow and Validate Skills
Video Tutorials Best Practices and Overview in All-in-One webinars
Community Join the Experience Makers Community
Learn from Consultants Hire certified consultants
Help for the Firm Guides to help your team master TaxDome
Client help center Guides for your clients
1:1 Onboarding session Learn the ropes with our help.
Advisor Directory Promote your firm and find new clients
Blog Best practices and useful tips from TaxDome and industry experts
Education for consultants Become a certified TaxDome Consultant
Services Order custom-tailored service packages
Policies Get started with TaxDome

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