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Run your entire tax season automatically with an out-of-the-box workflow
Watch how a stress-free tax season runs end to end — from proposal to payment — inside one platform.
See the client journey in action. No spreadsheets, no chasing, no tool hopping.
Learn how firms use ready-made automation for intake, reminders, signatures, delivery, and billing.
Get the Tax Season Template Kit used in the session — so you can launch the same setup fast.
Watch on demand.
Get instant access: workshop recording + free PDF guide
What’s covered
A complete, automated client journey — from first contact to paid invoice. See how a brand-new client moves through proposals, onboarding, document collection, approvals, e-signatures, and payment — without manual emails, reminders, or juggling different tools.
How to replace repetitive tasks with ready-made workflows. Watch how document requests, organizers, follow-ups, tasks, and billing steps happen automatically inside one connected system — no setup, no building, no tech skills needed.
Exactly how firms eliminate chaos before tax season hits. Learn how growing firms reduce bottlenecks, avoid February overwhelm, and keep clients on track by letting the system handle admin work for them.
A live walkthrough from three perspectives. Experience the entire workflow through the eyes of the firm owner, the firm admin, and the client — so you can see exactly how each role benefits.
How to launch this workflow in your own firm immediately. Every attendee receives the full Tax Season Template Kit — the same ready-made templates used in the demo — so you can activate the system instantly and walk into 2026 fully prepared.
Automate your entire client journey for tax season — with zero manual setup
See a complete, ready-to-use workflow you can launch instantly with TaxDome’s Tax Season Template Kit.
Get instant access: workshop recording + free PDF guide
Meet the panelists
Petar Iliev
Chief Revenue Officer at TaxDome, works with thousands of firms each year on scaling their operations.
Ilya Radzinsky
Founder and President at TaxDome, leads the product strategy behind workflows used by 50,000+ professionals.
Carlos Garcia
TaxDome Certified Consultant, co-founder of REFRAME, helped 1,000+ firms implement automated workflows and streamline tax season.
Our client experience speaks for itself
Get the templates, the insights, and a stress-free tax season
See our webinar recording and walk into 2026 fully prepared.
Register and get our Niche Report — your guide to why businesses choose niche firms over generalists
Frequently asked questions
Who is this webinar for?
These sessions are designed for accounting, tax, and bookkeeping professionals who want to reduce stress and wasted time during the busy season. If you’re looking to close clients faster, simplify proposals and engagement letters, or automate tax prep and document collection, this is for you.
Whether you’re exploring TaxDome for the first time or simply curious about new ways to streamline your firm, you’ll walk away with practical ideas you can apply immediately.
Will there be a live demo during the webinar?
Yes! The session includes step-by-step demos showing how real firms use structured proposals, tiered pricing, client intake, and automated tax prep workflows.
Can I ask questions during the TaxDome webinar?
Absolutely. The session ends with a live Q&A where speakers will answer as many questions as possible.
Is the TaxDome webinar free to attend?
Yes — completely free.
Do I need to be a TaxDome user to join the webinars?
Not at all. The webinar is valuable whether you’re exploring practice management solutions or just want to learn new strategies for handling proposals, pricing, client intake, and tax prep.
How long is this webinar and what’s the format?
The session runs about 60 minutes and includes:
- Expert insights
- A live walkthrough of workflows in action
- Practical takeaways you can apply right away
- Q&A with the speakers
Where can I find more information about the topic after the webinar?
After the webinar, 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!
“TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy and one-on-one training.”