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Let us guess: do you feel like a TaxDome pro? It’s time to become a TaxDome Academy Certified Advisor.
Welcome to the Certified Advisor checklist! Here we guide you step by step through the process of amassing your knowledge of TaxDome. Ready to become the best advisor? Here you go!
Level 1—TaxDome Academy Certified Advisor.
Take all the training courses in TaxDome Academy
We’ve prepared seven detailed courses that cover nearly all the features we have in TaxDome.
- TaxDome Quick Guide
- How to Get Started with TaxDome
- How to Use Organizers
- How to Streamline Exchanging Documents
- How to Automate Your Workflow
- Effective Team Management and Collaboration in TaxDome
- TaxDome Invoicing Guide
Level 2. TaxDome Academy Certified Advisor: Bookkeeping, Payroll, Tax Preparer.
Take your area-specific course in TaxDome Academy
When you’re done with the basic courses, it’s time to reach a new level by exploring area-specific courses in TaxDome Academy. Take a look at one of these area-specific courses to ensure that you are perfectly positioned to apply your TaxDome knowledge in your industry.
Level 3. Certified Consultant.
Get paid for sharing your TaxDome expertise
When you reach Level 2, there’s one more course that appears in your TaxDome Academy account. It contains all the best practices from our sales and support teams. The Consultants course will teach you how to work with different stakeholders to define requirements, customize the platform, and enable you to get the most out of TaxDome. After taking it, you will have the chance to check your knowledge about TaxDome and get your Consultant badge!
- Take the How to Sell TaxDome and Your Services course
- Pass the quiz for consultants
More questions?
Here are the top four ways to find answers:
1. Visit the TaxDome Help Center, and use the search bar to find the desired topic.
2. Book a one-on-one call with someone from our team.
3. Check out the resources on the Get Help Page.
4. Reach out to our Customer Success team by email.
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How to Become a TaxDome Academy Certified Advisor: a Simple Checklist
Let us guess: do you feel like a TaxDome pro? It’s time to become a TaxDome Academy Certified Advisor.
Welcome to the Certified Advisor checklist! Here we guide you step by step through the process of amassing your knowledge of TaxDome. Ready to become the best advisor? Here you go!
Level 1—TaxDome Academy Certified Advisor.
Take all the training courses in TaxDome Academy
We’ve prepared seven detailed courses that cover nearly all the features we have in TaxDome.
- TaxDome Quick Guide
- How to Get Started with TaxDome
- How to Use Organizers
- How to Streamline Exchanging Documents
- How to Automate Your Workflow
- Effective Team Management and Collaboration in TaxDome
- TaxDome Invoicing Guide
Level 2. TaxDome Academy Certified Advisor: Bookkeeping, Payroll, Tax Preparer.
Take your area-specific course in TaxDome Academy
When you’re done with the basic courses, it’s time to reach a new level by exploring area-specific courses in TaxDome Academy. Take a look at one of these area-specific courses to ensure that you are perfectly positioned to apply your TaxDome knowledge in your industry.
Level 3. Certified Consultant.
Get paid for sharing your TaxDome expertise
When you reach Level 2, there’s one more course that appears in your TaxDome Academy account. It contains all the best practices from our sales and support teams. The Consultants course will teach you how to work with different stakeholders to define requirements, customize the platform, and enable you to get the most out of TaxDome. After taking it, you will have the chance to check your knowledge about TaxDome and get your Consultant badge!
- Take the How to Sell TaxDome and Your Services course
- Pass the quiz for consultants
More questions?
Here are the top four ways to find answers:
1. Visit the TaxDome Help Center, and use the search bar to find the desired topic.
2. Book a one-on-one call with someone from our team.
3. Check out the resources on the Get Help Page.
4. Reach out to our Customer Success team by email.
