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Onboarding Checklist

Onboarding Checklist
3 Min

We’re excited to join you on the great journey of powering your practice for years to come.

Welcome to your TaxDome cheat sheet! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Although automating your workflow may take some time, it will save you up to 40 hours per employee per month.

Check the TaxDome Quick Guide course in our Academy for more detailed information.

1. Getting Started With TaxDome WorkFlow

2. Set Up Your CRM

3. Client Communication Essentials

4. Invite Your Team

5. Utilize TaxDome Resources to Speed Up Implementation

Still not enough?

Book a one-on-one call with our team. Feel free to reach out to our Customer Success team and check out all the other resources on our Get Help Page.

Read more

Document

Onboarding Checklist

We’re excited to join you on the great journey of powering your practice for years to come.

Welcome to your TaxDome cheat sheet! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Although automating your workflow may take some time, it will save you up to 40 hours per employee per month.

Check the TaxDome Quick Guide course in our Academy for more detailed information.

1. Getting Started With TaxDome WorkFlow

2. Set Up Your CRM

3. Client Communication Essentials

4. Invite Your Team

5. Utilize TaxDome Resources to Speed Up Implementation

Still not enough?

Book a one-on-one call with our team. Feel free to reach out to our Customer Success team and check out all the other resources on our Get Help Page.