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Onboarding services
Go live in TaxDome faster, calmer, and fully supported with guided onboarding
Our paid onboarding services give your firm hands-on guidance, expert setup, and a clear path to go live with confidence. Whether you want structured help or a fully guided implementation package, our onboarding team is with you every step of the way.
Built to get your firm live – not stuck in setup
Clear path to go live
You’re not left guessing what to set up or in what order. Our onboarding follows a proven timeline that takes you from kickoff to daily use with clear milestones along the way.
Expert, firm-specific guidance
Work directly with an Onboarding Manager who understands tax and accounting workflows and tailors recommendations to how your firm operates.
Team and client onboarding made easy
Bring your team into TaxDome with guided training and clear best practices, and get resources to help onboard your clients smoothly, so everyone knows what to do from day one.
Less stress during tax seasons
Structured sessions, tested workflows, and real-time answers help your team stay organized and focused even during peak tax season.
Faster ROI from day one
Instead of spending months figuring things out alone, you start using TaxDome the right way from the beginning, saving time and avoiding rework.
Why firms choose TaxDome onboarding services
Our onboarding managers don’t just teach features — they partner with your firm, listen to your goals, and help you build TaxDome in a way that actually works for your team.
What firms say about working with TaxDome onboarding managers
“Jorge was extremely kind, patient, and knowledgeable. We asked him some really hard questions about specific ways we wanted to set up TaxDome and he was always able to incorporate our ideas into the training.”
Johanna Jezek
Get the most out of TaxDome with onboarding packages
Self-serve onboarding
Access step-by-step courses, join live Q&A sessions, and explore session recordings — all designed to help you get up and running at your own pace.
Guided onboarding
One-on-one onboarding with a dedicated Onboarding Manager, including a structured kickoff, hands-on guidance, and help setting up your first custom workflow. Best for growing firms that want accountability and direction.
Recommended: enhanced onboarding
A more tailored onboarding experience with deeper consultations and multiple workflows. Designed for firms with more complex processes or custom setup needs.
Premium onboarding
Our most hands-on, done-for-you onboarding led by a Senior Onboarding Manager. Includes workflow and automation setup, private Slack support, and the fastest path to going live.
Migrating from another solution?
Let go of the practice management tools that didn’t work for you and switch to TaxDome. Our onboarding team helps make the transition structured and stress-free.
Make the switch with confidence
Thank you for your request.
We will contact you shortly!
Move to TaxDome now, and we’ll help cover the remaining cost of your contract — with a credit of up to 6 months free of TaxDome.
Discover what makes TaxDome different – watch the overview
Explore other resources for successful onboarding
Get extra help for outstanding results
Discover how to use TaxDome’s powerful capabilities, get a boost in setting up, or opt for complete done-for-you implementation – we offer the exact level of guidance you need.
Frequently asked questions
What onboarding services does TaxDome offer?
TaxDome offers several onboarding options, ranging from free group sessions to fully guided, paid onboarding packages. Paid onboarding includes live sessions with an Onboarding Manager, workflow setup, firm-specific guidance, and structured timelines to help you go live faster.
What’s included in paid onboarding?
Depending on the package, paid onboarding can include:
- Live kickoff and consultation sessions
- Dedicated Onboarding Manager
- Custom workflow and pipeline setup
- CRM and contact import assistance
- Training on invoicing, payments, documents, and automations
- Ongoing guidance throughout the onboarding period
How much does onboarding cost?
TaxDome offers both free and paid onboarding options so firms can choose the level of support that fits their needs:
- Self-serve onboarding — free
Step-by-step courses and Q&A sessions focused on TaxDome fundamentals, available live or as recordings.
Live, group-led sessions focused on TaxDome fundamentals, available live or as recordings.
For paid onboarding services, prices start from $999.
- Guided onboarding
Dedicated one-on-one onboarding with an Onboarding Manager who helps guide setup and build your first workflow.
- Enhanced onboarding
More personalized onboarding with deeper guidance and multiple workflows tailored to your firm’s processes.
- Premium onboarding
A fully hands-on, done-for-you onboarding experience led by a Senior Onboarding Manager, designed for firms that want to go live as quickly as possible. Need offline onboarding done at your office? Contact us to discuss this.
How long does onboarding usually take?
Most firms complete onboarding in 6–8 weeks, with one live session per week. Depending on the package, onboarding can last up to 90 days, ensuring your team is confident before transitioning to Customer Success.
If you’re short on time or want to move faster, we can meet you there, with more intensive onboarding options and a higher weekly time commitment to help your firm go live sooner – contact us for details.
What if we’re migrating from another tool?
Our onboarding team provides guided implementation support, including training, workflow setup, and help with transitioning from your previous practice management solution to TaxDome.
“Our onboarding experience with Laura Cortes exceeded every expectation. She guided us through the entire TaxDome setup with clarity, confidence, and deep subject-matter expertise.”
Jessica Atwood