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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

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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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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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