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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
Document
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
  • Setup & Implementation
32 min Min
Course
Implementation: TaxDome Quick Guide
Implementation: TaxDome Quick Guide
  • CRM & Clients
  • +1
    • Setup & Implementation
35 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
Document
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 min Min
Course
Workflow in TaxDome: Step 1. Digitizing your processes
Workflow in TaxDome: Step 1. Digitizing your 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

12
Video
TaxDome Academy – How to Add Stages and Automations
TaxDome Academy – How to Add Stages and Automations
  • Workflow automations
2 Min
Video
TaxDome Academy – How to Create Tags
TaxDome Academy – How to Create Tags
  • CRM & Clients
1 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 in TaxDome: Step 1. Digitizing your processes
Workflow in TaxDome: Step 1. Digitizing your processes
  • Workflow automations
15 Min
Course
How to Streamline Exchanging Documents
How to Streamline Exchanging Documents
  • Documents
55 Min
Course
TaxDome Invoicing Guide
TaxDome Invoicing Guide
  • Invoicing
60 Min
Video
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
  • Team collaboration
0 Min
Document
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 min Min
Document
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
  • CRM & Clients
7 min Min
Document
Docs (Basic): Top-Level Folders & Access Levels
Docs (Basic): Top-Level Folders & Access Levels
  • Documents
3 Min
Document
Stripe & CPACharge (Basic): Connect, Disconnect
Stripe & CPACharge (Basic): Connect, Disconnect
  • Invoicing
5 min 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
TaxDome For Bookkeepers
TaxDome For Bookkeepers
  • Bookkeeper
5.7 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 – How to Import Clients into TaxDome
TaxDome Academy – How to Import Clients into TaxDome
  • CRM & Clients
3 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 – 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 – Communicate Through Chats
TaxDome Academy – Communicate Through Chats
  • CRM & Clients
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
TaxDome for Tax Prepearers
TaxDome for Tax Prepearers
  • Accounting & Taxes
  • +1
    • Setup & Implementation
80 Min
Course
TaxDome for Bookkeepers
TaxDome for Bookkeepers
  • Bookkeeper
  • +1
    • Setup & Implementation
65 Min
Course
TaxDome for Payroll
TaxDome for Payroll
  • Payroll
70 Min
Course
TaxDome Invoicing Guide
TaxDome Invoicing Guide
  • Invoicing
60 Min
Course
Implementation: TaxDome Quick Guide
Implementation: TaxDome Quick Guide
  • CRM & Clients
  • +1
    • Setup & Implementation
35 Min
Course
Workflow in TaxDome: Step 1. Digitizing your processes
Workflow in TaxDome: Step 1. Digitizing your processes
  • Workflow automations
15 Min
Course
How to Streamline Exchanging Documents
How to Streamline Exchanging Documents
  • Documents
55 Min
Course
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
  • Team collaboration
  • +1
    • Workflow automations
40 Min

Course

10
Course
Workflow in TaxDome: Step 1. Digitizing your processes
Workflow in TaxDome: Step 1. Digitizing your processes
  • Workflow automations
15 Min
Course
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
  • Team collaboration
  • +1
    • Workflow automations
40 Min
Course
How to Use Organizers
How to Use Organizers
  • Workflow automations
45 Min
Course
Implementation: How to Get Started with TaxDome
Implementation: How to Get Started with TaxDome
  • Setup & Implementation
45 Min
Course
TaxDome Invoicing Guide
TaxDome Invoicing Guide
  • Invoicing
60 Min
Course
TaxDome for Bookkeepers
TaxDome for Bookkeepers
  • Bookkeeper
  • +1
    • Setup & Implementation
65 Min
Course
TaxDome for Tax Prepearers
TaxDome for Tax Prepearers
  • Accounting & Taxes
  • +1
    • Setup & Implementation
80 Min
Course
TaxDome for Payroll
TaxDome for Payroll
  • Payroll
70 Min
Course
How to Sell TaxDome and Your Services
How to Sell TaxDome and Your Services
  • Consultant
70 Min
Course
Quiz for Consultants
Quiz for Consultants
  • Consultant
20 Min
Show more
Document
TaxDome Dictionary
TaxDome Dictionary
  • Setup & Implementation
9 min Min
Document
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Workflow automations
5 min Min
Document
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
  • CRM & Clients
7 min Min
Document
Docs (Basic): Overview
Docs (Basic): Overview
  • Documents
8 Min
Document
Windows App: Overview
Windows App: Overview
  • Apps
6 min Min
Document
The TaxDome Mobile App for Firms (Android & iOS): Overview
The TaxDome Mobile App for Firms (Android & iOS): Overview
  • Apps
5 min Min
Document
Team Management: Onboarding Checklist
Team Management: Onboarding Checklist
  • Team collaboration
15 Min
Document
Bookeeping: Configure Processes in TaxDome
Bookeeping: Configure Processes in TaxDome
  • Bookkeeper
  • +1
    • Workflow automations
12 mi Min
Document
Tax Preparation: Configure Processes in TaxDome
Tax Preparation: Configure Processes in TaxDome
  • Accounting & Taxes
  • +1
    • Workflow automations
23 min Min

Help Article

12
Document
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
  • Setup & Implementation
32 min Min
Document
CRM (Basic): Add Client Accounts
CRM (Basic): Add Client Accounts
  • CRM & Clients
8 Min
Document
CRM (Basic): Create & Apply Tags
CRM (Basic): Create & Apply Tags
  • CRM & Clients
10 min Min
Document
Pipelines (Basic): Your First Pipeline With Automations Tutorial
Pipelines (Basic): Your First Pipeline With Automations Tutorial
  • Workflow automations
07:00 Min
Document
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
  • Workflow automations
20 min Min
Document
CRM (Basic): Import a Client List
CRM (Basic): Import a Client List
  • Setup & Implementation
15 min Min
Document
Docs (Basic): Top-Level Folders & Access Levels
Docs (Basic): Top-Level Folders & Access Levels
  • Documents
3 Min
Document
Signatures (Basic): Request E-Signatures from Clients
Signatures (Basic): Request E-Signatures from Clients
  • Documents
12 min Min
Document
Email (Basic): Sync Your Email With TaxDome
Email (Basic): Sync Your Email With TaxDome
  • Setup & Implementation
09:00 Min
Document
Chats (Basic): Send Manually or Automatically
Chats (Basic): Send Manually or Automatically
  • CRM & Clients
17 min Min
Document
Team (Basic): Add a Team Member
Team (Basic): Add a Team Member
  • Team collaboration
5 min Min
Document
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

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
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Community Join the Experience Makers Community
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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
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