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How we actually do it: a live session with two AU accounting firms

15,000+ firms run on TaxDome, with 4 million+ of their clients. 

Two Australian accounting firm owners show you their real TaxDome workflows — no script, no sales pitch

See how firms like yours handle compliance, client comms, proposals, and admin from one platform

Join Geraldine Major and Naveed Anwar live on 22 July — and ask them anything in Q&A


Industry leader trusted by 10,000+ firms

Readers Choice 2026

Winner Comprehensive Firm Workflow Solution

Register now to attend the webinar

Tuesday 22 July 2026 · 11am AEST · Free
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If the form doesn’t load, please call us at +64 9 802 3053 or email [email protected] — we’ll help you schedule a meeting.

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Speakers

Joanne Dakay
Joanne Dakay

Country Manager, TaxDome AU

Geraldine Major
Geraldine Major

Director, Baker, Major and Associates

Naveed Anwar
Naveed Anwar

Director, ANS Accounting

What you’ll see

Two AU firm owners. Real screens. Real workflows. Geraldine and Naveed will walk you through the features they use every day — the ones that actually changed how their firms operate. Live Q&A at the end so you can ask exactly what you need to know.

A pipeline that runs your admin

Geraldine shows how her firm tracks every client job from start to finish — and how it gave her back enough time to grow her client list and plan her next hire.

Compliance documents without the back-and-forth

Engagement letters sent, signed, and stored in one place. Clients sign directly from the TaxDome app — no chasing, no external tools.

All your client comms in one place

Naveed walks through centralised messaging and bulk actions — how his team stopped losing things across email threads and started responding in a fraction of the time.

Clients upload straight into their folder

No more sharing external links or chasing documents. Clients upload directly through the app, and proposals are signed and stored automatically.

See what firms say, then join them live

<strong>Sarah Clayton</strong>, Director, Freshwater Taxation, Sydney

Sarah Clayton, Director, Freshwater Taxation, Sydney

“TaxDome allows me to automate my entire business”
<strong>Guy Denney</strong>, Founder and CEO, Guy'd Your Future Business Advisors and GDYF Protect, Greater Melbourne Area

Guy Denney, Founder and CEO, Guy’d Your Future Business Advisors and GDYF Protect, Greater Melbourne Area

“I did a lot of searching around for various products and happened to find TaxDome. It met all of the requirements I needed: security, client portal, digital signing. Very easy to use, very easy to onboard clients. I love it!”
<strong>Lisa Sheldon</strong>, Blueridge Tax Accounting, North Sydney

Lisa Sheldon, Blueridge Tax Accounting, North Sydney

“It is the program that I log into. first thing in the day and close down last of an evening. It’s just, I don’t know how I’d operate without it now.”
<strong>Toni Huang</strong>, CPA founder of PHC Accounting

Toni Huang, CPA founder of PHC Accounting

“TaxDome is a huge time saver. And it’s made our clients happier, which means more business for us.”

One session. See how AU firms like yours actually run on TaxDome.

Post-EOFY is the right time to look at how your firm operates. Join us on 22 July and see what’s possible.

Frequently asked questions

Who is this webinar for?

Accounting firm owners and partners in Australia. Whether you’re evaluating TaxDome, just getting started, or looking to get more out of the platform, this session gives you a real look at how similar AU firms use it day-to-day.

Will there be live demos during the webinar?

Not a demo, something better. Geraldine and Naveed are showing their actual workflows inside their own accounts. You’re seeing real usage, not a curated product walkthrough.

Can I ask questions during the webinar?

Yes. There’s a live Q&A at the end where you can ask both speakers directly. Questions go through the Zoom Q&A panel.

Is the webinar free to attend?

Yes, completely free. Just register in advance to reserve your spot.

Do I need to be a TaxDome user to join?

Not at all. This session is designed for firms exploring how to improve the client journey, regardless of which tools they currently use.

Will the sessions be recorded?

Yes. All registrants will receive a recording after the session.

How long is the webinar and what’s the format?

The session (~45 minutes) followed by live Q&A.

Where can I find more information about the topic after the session?

After the session, we’ll send all attendees a follow-up email with additional resources, including links to help articles. You can also explore our Help Center or contact us at [email protected] for more details.

How can I become a panelist?

If you’re a TaxDome user and want to share your insights, we’d love to hear from you. Reach out at [email protected] with a short intro about your firm and our team will follow up!

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If the form doesn’t load, please call us at +64 9 802 3053 or email [email protected] — we’ll help you schedule a meeting.