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SUPER USER WEBINAR

Built Alone. Never Misses a Beat.

8 September | 11 AM AEST

15,000+ firms run on TaxDome, with 6 million+ of their clients. 

Sarah Clayton, Founder of Freshwater Taxation, shows her real client chats and tags, live, no script, no sales pitch.

See exactly how one firm never loses a client conversation, no matter how much it grows.


Industry leader trusted by 10,000+ firms

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See how Sarah Clayton keeps every client conversation on track, live.
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Speakers

Joanne Dakay
Joanne Dakay

Country Manager, TaxDome ANZ

Sarah Clayton
Sarah Clayton

Director, Freshwater Taxation

What you’ll see

One real firm owner. Real screens. Real workflows. Sarah Clayton walks you through the exact system she uses every day, the one that’s kept every client conversation from slipping through since day one. Live Q&A at the end so you can ask exactly what you need to know.

Every conversation, one place

Sarah shows her real client chats, exactly as they happen, no digging through inboxes to find what was already said.

Her real tagging system

See the actual tags Sarah uses to keep her practice organised, and why they matter for a growing firm.

Nothing relies on memory

Every interaction is recorded and timestamped, so nothing depends on remembering a conversation from last week.

What clients actually see

A look at the client-side app, the same seamless experience Sarah’s clients use to stay in touch with her firm.

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 live session. See how a real firm never drops a client message.

Tuesday 8 September, 11:00 AM AEST. Register free 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!

See TaxDome in action with a free demo
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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How we actually do it: a live session with two AU accounting firms -
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