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See the exact workflows modern accounting firms use to impress clients
Live sessions with TaxDome’s leadership team and the firms already running these workflows, on what turns good service into a client experience people talk about.
Upcoming live sessions and on-demand library
The firm you built is worth selling, not closing
AI-powered business returns, start to finish
Run your entire tax season on one automated workflow
From client signing to tax prep automation
Security smarts: what to ask your software vendors
Prepare now, perform like an enterprise firm tomorrow
What you’ll walk away with
Every session has one objective: turning your behind-the-scenes work into a client experience people notice.
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Real-world insights, zero theory
Hear directly from TaxDome leaders and active firm owners who run these exact workflows every day, so you get proven strategies, not hypothetical ideas.
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Proof over previews
See hard numbers and operational outcomes from live firms. You’ll see exactly how these changes impact client satisfaction and firm efficiency.
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Flexible learning on your schedule
Never worry about missing a live event. Register once and get instant access to the recording, key takeaways, and resources on your own time.
Frequently asked questions
Who are these webinars for?
These webinars are for accounting firm owners and managers who want to see what a better-designed client journey looks like in practice, from intake to delivery to payment. Whether you’re evaluating TaxDome, comparing solutions, or exploring how to improve how your firm operates, each session is designed to give you a concrete picture of what’s possible.
Will there be live demos during the webinar?
Yes. Most sessions include live walkthroughs showing how firms connect intake, document collection, prep, and delivery into one path, with real firm examples throughout.
Can I ask questions during the webinar?
Yes, most sessions include a live Q&A where you can ask our team and the firm owners on the panel directly.
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. These sessions are 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 receive a recording after the session, whether or not they attend live.
How long is the webinar and what’s the format?
Each session runs about 60 minutes and includes:
- real-world examples from accounting firms
- practical workflow walkthroughs
- operational strategies firms are implementing today
- live Q&A
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.