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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

11
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
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!

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Community Join the Experience Makers Community
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Client help center Guides for your clients
1:1 Onboarding session Learn the ropes with our help.
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Blog Best practices and useful tips from TaxDome and industry experts
Education for consultants Become a certified TaxDome Consultant
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Policies Get started with TaxDome

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