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TaxDome Product Webinars

Join free daily training sessions to get started with TaxDome and use it to the full.

Getting started with TaxDome

How to import and map your clients
Differences between Accounts & Contacts
How to use tags & custom fields
How to set up White-Label options
Adding team members

When: Mondays, 4 pm EST

Watch Recording

How to communicate with your clients in TaxDome

Setting up email sync and smart notifications (Inbox+)
How to get information from your clients
How to send secure messages and assign your clients tasks
How to request files without client having to log in
Contracts & E-signatures explained
Overview of client portal & Mobile App
How to automate onboarding

When: Tuesdays, 4 pm EST

Watch Recording

How to streamline exchanging documents internally & with clients

Document access rights: what can your client see, what can your client modify, and how to keep documents private
How to collect document feedback (approve/disapprove) from your clients
How to request e-signatures and KBA
Folder templates
Share documents with third parties and clients without portal access
Bulk Upload: Import from other document storage
TaxDome Drive: automatically keep client files in sync with your PC/Mac
Editing files locally and auto-save to TaxDome
Scan to TaxDome
Print to TaxDome from your tax program

When: Wednesdays, 4 pm EST

Watch Recording

Workflow: Managing work effectively & foolproofing your process

Explained: Jobs vs Tasks vs Pipelines
How to set up templates
How to set up automations
How to customize each business process: tax, bookkeeping, audit, etc.
Template library
Bulk action: start jobs
Bulk actions: edit tasks
How Jobs tie it all together
Coming soon: Auto-move & Schedules

When: Thursdays, 4 pm EST

Watch Recording

Getting paid in TaxDome

How to create bills
Integrations: Stripe, QBO, CPACharge
Lock documents to bills
How to track time
Client prepayment
ACH electronic payments

When: Fridays, 4 pm EST

Watch Recording