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Onboarding Checklist

Onboarding Checklist
3 Min

Thank you for downloading our checklist. Together, we’ll help you get TD-MTD ready in no time!

Welcome to your TaxDome cheat sheet! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Although automating your workflow may take some time, it will save you up to 40 hours per employee per month.

Check the TaxDome Quick Guide course in our Academy for more detailed information.

1. Set Up Your CRM

2. Docs and Client Communication

3. Invite Your Team

4. Getting Started With TaxDome Workflow

5. Utilise TaxDome Resources to Speed Up Implementation

Still not enough?

Book a one-on-one call with our team. Feel free to reach out to our Customer Success team and check out all the other resources on our Get Help Page.

Read more

Document

Onboarding Checklist

Thank you for downloading our checklist. Together, we’ll help you get TD-MTD ready in no time!

Welcome to your TaxDome cheat sheet! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Although automating your workflow may take some time, it will save you up to 40 hours per employee per month.

Check the TaxDome Quick Guide course in our Academy for more detailed information.

1. Set Up Your CRM

2. Docs and Client Communication

3. Invite Your Team

4. Getting Started With TaxDome Workflow

5. Utilise TaxDome Resources to Speed Up Implementation

Still not enough?

Book a one-on-one call with our team. Feel free to reach out to our Customer Success team and check out all the other resources on our Get Help Page.