TaxDome webinars and workshops

Leverage best practices with free, in-depth product training for your team. Learn at your own pace with recorded webinars or join live, hands-on bootcamps to hit the ground running.

Onboarding training sessions

Turn your firm into an efficiency machine, guided by our Customer Onboarding Manager.

CRM setup and client migration

Set up your account the right way from day one. Organize your client list, migrate your documents, and get your client portal ready to go live.

Every Monday, 1 pm ET

Workflows that run themselves

Turn repetitive tasks into automated pipelines that run without you. Copy and customize a real tax prep workflow, then set it live with working automations.

Every Tuesday, 1 pm ET

Billing that doesn’t chase

Connect billing automation to your pipeline so invoices fire on their own. Documents stay locked until payment clears — no more nudging clients for money.

Every Wednesday, 1 pm ET

Reporting that tells you the truth

Build a custom dashboard for your firm that shows exactly where your bottlenecks are. See real data, not guesswork, so you know what to fix first.

Every Thursday, 1 pm ET

Recordings and certification quiz

Watch training session recordings, complete your certification quiz, and download key materials, all in one place on TaxDome Academy.

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Our client experience speaks for itself

"TaxDome has many free resources available to put you in the best position for success, including bootcamps, webinars, the academy and one-on-one trainings."

Our client experience speaks for itself

"I began using TaxDome earlier this year, so I am relatively new. I attended the Bootcamp session and several of the monthly seminars, which have helped me greatly."

Our client experience speaks for itself

"Really informative. I am now using the product and the webinars to put things into context for me."

Winner Comprehensive Firm Workflow Solution

On-demand product webinars

Discover how to maximize TaxDome workflows at your own pace

Digitizing your practice (beginner)

Unlock the power of workflows to enhance your practice! Learn how to create your first workflow pipeline and explore the essential tools TaxDome offers to simplify client management with our certified TaxDome consultants.

34 min

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Building your workflows (intermediate)

Ready to take your workflows to the next level? Discover how to leverage templates and automations to enhance efficiency and deliver an exceptional client experience.

41 min

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Automate and optimize your workflows (advanced)

Take your workflows to the highest level with advanced automation techniques.Learn to implement advanced features such as conditional automations, recurring jobs, and time tracking.

47 min

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Q3 24 Feature Release Roundup

Explore tools that will give you an edge in the upcoming tax season — TaxDome AI, Client requests, Workflow customization and automation updates, Zapier, and more.

60 min

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TaxDome essentials bootcamp: 4 expert-led workshops

Build your system from setup to smart onboarding and first automated pipelines that trigger client tasks, invoices, e-signatures, and team actions.

5 videos

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TaxDome advanced bootcamp

Learn how to automate and manage complex workflows, use AI-powered reporting, and utilize best practices for maximizing TaxDome efficiency.

5 videos

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Unlock data-driven insights with AI reporting

Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting

35 min

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Onboard new employees quickly

Onboard new employees faster with our webinar on efficient client, document and workflow management

31 min

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Streamline client communication

Maximize client communication efficiency with TaxDome’s suite of tools, including emails, secure messages, firm announcements, client tasks and automation

51 min

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Manage your team efficiently

Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times

31 min

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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

54 min

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Get docs signed quickly using e-signatures

Discover how to master the e-signature process, from requesting and canceling e-signatures to advanced authentication, templates, multiple signers, and more

37 min

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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

39 min

Watch now

Join TaxDome Academy courses

Want more? Discover TaxDome features on curated courses

Supercharge your practice. Unlock the full potential of TaxDome’s features to reduce time-to-value for your firm and clients.

Build your TaxDome skills with self-paced courses. Learn how to automate your workflows and scale cost-efficiently.

Earn certificates. Become a certified TaxDome advisor.

Join Academy

Frequently asked questions

What are TaxDome webinars and workshops?

TaxDome webinars and workshops are free training sessions designed to help accounting firms streamline operations, automate workflows, and get the most out of the platform. You can join live onboarding sessions or watch on-demand webinars at your own pace.

Do I need a TaxDome account to participate in training sessions?

Yes. To fully benefit from the sessions (save templates, apply best practices, and follow along in real time) you’ll need an active TaxDome account.

How do I register for a webinar or bootcamp?

Select any training session on this page and click Register. You’ll receive an email with confirmation details and your access link.

I haven't received my confirmation email. What should I do?

First, check your spam or promotions folder. If it’s still missing, contact us at [email protected] with your name and email address, and we’ll resend it.

I entered the wrong email or name during registration. How can I fix it?

You can re-register using the correct details or email us at [email protected] with your accurate name, email, and company info so we can update it for you.

Do I receive a certificate for attending the onboarding training?

Yes. Attend all three live onboarding sessions, and your certificate will be emailed to you within seven business days upon completion.

What are TaxDome Academy courses?

TaxDome Academy offers self-paced courses covering workflows, automations, and best practices for growing an efficient firm.

Are Academy courses free?

Yes, all TaxDome Academy courses are free.

Can I share my certificate on social media?

Yes. You can share your certificate directly from your Academy account. Simply open your certificate and choose the sharing option.

Can I download course lessons or webinar materials?

Academy courses are available online only and are not downloadable. All lessons can be accessed anytime through the TaxDome Academy website.

Can I use or repurpose TaxDome Academy content for my own materials?

No – according to the TaxDome Academy Terms of Use, we do not permit any of our users to publish, distribute, modify, enhance, translate or reproduce the content on third-party websites.

Are the on-demand webinars suitable for beginners?

Yes. The on-demand library includes beginner and intermediate sessions, including step-by-step workflow creation and digitization best practices to help you start strong.

How do the live onboarding sessions help my firm?

They provide hands-on guidance from TaxDome experts, helping your team learn essential features, automate processes, and establish efficient workflows faster.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email [email protected] — we’ll help you schedule a meeting.