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Education resources

Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
1 Min
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
32 Min
Implementation: TaxDome Quick Guide
Implementation: TaxDome Quick Guide
35 Min
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
1 Min
TaxDome for Tax Prepearers
TaxDome for Tax Prepearers
80 Min
TaxDome for Bookkeepers
TaxDome for Bookkeepers
65 Min
TaxDome for Payroll
TaxDome for Payroll
70 Min
TaxDome Invoicing Guide
TaxDome Invoicing Guide
60 Min
Implementation: TaxDome Quick Guide
Implementation: TaxDome Quick Guide
35 Min
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
40 Min

Course

10
Workflow in TaxDome: Step 1. Digitizing your processes
Workflow in TaxDome: Step 1. Digitizing your processes
15 Min
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
40 Min
How to Use Organizers
How to Use Organizers
45 Min
Implementation: How to Get Started with TaxDome
Implementation: How to Get Started with TaxDome
45 Min
TaxDome Invoicing Guide
TaxDome Invoicing Guide
60 Min
TaxDome for Bookkeepers
TaxDome for Bookkeepers
65 Min
TaxDome for Tax Prepearers
TaxDome for Tax Prepearers
80 Min
TaxDome for Payroll
TaxDome for Payroll
70 Min
How to Sell TaxDome and Your Services
How to Sell TaxDome and Your Services
70 Min
Quiz for Consultants
Quiz for Consultants
20 Min
TaxDome Dictionary
TaxDome Dictionary
9 Min
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
7 Min
Docs (Basic): Overview
Docs (Basic): Overview
8 Min
Windows App: Overview
Windows App: Overview
6 Min
Team Management: Onboarding Checklist
Team Management: Onboarding Checklist
15 Min
Bookeeping: Configure Processes in TaxDome
Bookeeping: Configure Processes in TaxDome
12 Min
Tax Preparation: Configure Processes in TaxDome
Tax Preparation: Configure Processes in TaxDome
23 Min

Help Article

12
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
32 Min
CRM (Basic): Add Client Accounts
CRM (Basic): Add Client Accounts
8 Min
CRM (Basic): Create & Apply Tags
CRM (Basic): Create & Apply Tags
10 Min
Pipelines (Basic): Your First Pipeline With Automations Tutorial
Pipelines (Basic): Your First Pipeline With Automations Tutorial
7 Min
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
Pipelines (Advanced): Set Up a Schedule for Recurring Jobs
20 Min
CRM (Basic): Import a Client List
CRM (Basic): Import a Client List
15 Min
Docs (Basic): Top-Level Folders &  Access Levels
Docs (Basic): Top-Level Folders & Access Levels
3 Min
Signatures (Basic): Request E-Signatures from Clients
Signatures (Basic): Request E-Signatures from Clients
12 Min
Email (Basic): Sync Your Email With TaxDome
Email (Basic): Sync Your Email With TaxDome
9 Min
Chats (Basic): Send Manually or Automatically
Chats (Basic): Send Manually or Automatically
17 Min
Team (Basic): Add a Team Member
Team (Basic): Add a Team Member
5 Min
Get Help Setting Up Your Firm, Custom Domain, or Landing Page
Get Help Setting Up Your Firm, Custom Domain, or Landing Page
1 Min
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
1 Min
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
1 Min
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
1 Min
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Carter Cook CPAs Experience: Building a New Age Accounting Firm
1 Min
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
1 Min
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
1 Min

Use case

10
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
1 Min
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
1 Min
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
1 Min
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
1 Min
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’
1 Min
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Carter Cook CPAs Experience: Building a New Age Accounting Firm
1 Min
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
1 Min
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
1 Min
How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season
How TaxDome is Helping a Cryptocurrency Accounting Firm During Tax Season
1 Min
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
1 Min
TaxDome 101: the implementation guide for getting started
TaxDome 101: the implementation guide for getting started
32 Min
Use e-signatures for effortless turnaround of client documents
Use e-signatures for effortless turnaround of client documents
36 Min
Utilize forms your clients will enjoy filling in
Utilize forms your clients will enjoy filling in
29 Min
Streamline client communication
Streamline client communication
51 Min
Onboard new employees quickly
Onboard new employees quickly
69 Min
Master document management
Master document management
43 Min
Manage your team efficiently
Manage your team efficiently
31 Min
Leverage workflow automation in TaxDome
Leverage workflow automation in TaxDome
42 Min
Introduce TaxDome to your clients
Introduce TaxDome to your clients
53 Min
Get paid: proposals, engagement letters, invoices
Get paid: proposals, engagement letters, invoices
32 Min
AI-powered reporting: fuel growth with data-driven decisions
AI-powered reporting: fuel growth with data-driven decisions
34 Min

Webinar

11
TaxDome 101: the implementation guide for getting started
TaxDome 101: the implementation guide for getting started
32 Min
Get paid: proposals, engagement letters, invoices
Get paid: proposals, engagement letters, invoices
32 Min
Leverage workflow automation in TaxDome
Leverage workflow automation in TaxDome
42 Min
Introduce TaxDome to your clients
Introduce TaxDome to your clients
53 Min
Master document management
Master document management
43 Min
Manage your team efficiently
Manage your team efficiently
31 Min
Onboard new employees quickly
Onboard new employees quickly
69 Min
Streamline client communication
Streamline client communication
51 Min
Use e-signatures for effortless turnaround of client documents
Use e-signatures for effortless turnaround of client documents
36 Min
Utilize forms your clients will enjoy filling in
Utilize forms your clients will enjoy filling in
29 Min
AI-powered reporting: fuel growth with data-driven decisions
AI-powered reporting: fuel growth with data-driven decisions
34 Min