On-demand webinars
Replay in-depth webinars on maximizing TaxDome workflows
Explore how to get started in TaxDome
Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal.
Leverage workflow automation in TaxDome
Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks
Get paid: proposals, engagement letters, invoices
Explore how TaxDome’s billing functionalities make it easy both for your clients to pay bills and for you to get paid, automatically and on time
Onboard new employees quickly
Streamline client communication
Maximize client communication efficiency with TaxDome’s suite of tools, including emails, secure messages, firm announcements, client tasks and automation
Master document management
Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly
Manage your team efficiently
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
Introduce TaxDome to your clients
Get expert tips on how to automate client sign-up steps, personalize your firm portal and ensure a positive client experience
E-signatures: effortless solutions for faster client document turnaround
Get expert tips on optimizing e-signature workflows: make the most of templates, multiple signers, and advanced authentication to ensure legal compliance and a positive client experience.
Create forms your clients will actually complete
Discover how to automate data and document collection from clients and improve their experience with TaxDome’s customizable forms
Unlock data-driven insights with AI-powered reporting
Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting
TaxDome bootcamp series 2.0
5 hands-on workshops from our experts
Explore TaxDome’s core features, optimize your workflows and set yourself up for success
1 pm EST May 13-17, 2024
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Session 1: First steps with TaxDome
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Session 2: Importing your clients
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Session 3: Customizing workflows
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Session 4: Testing workflows and setting up payments
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Session 5: Final steps, best practices and Q&A
Watch video tutorials
Make the most of TaxDome with our easy-to-follow video tutorials
Learn TaxDome features
Join Academy courses
Build your TaxDome skills with self-paced courses. Earn certificates and automate your workflow.
