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TaxDome onboarding series: from setup to automation success in 3 sessions

From setup to automation success in 3 sessions with Fabiola Garcia, Customer Onboarding Manager, your go-to guide for a successful journey with TaxDome! Every week, Tuesday/Wednesday/Thursday, 1 pm ET

TaxDome onboarding series: from setup to automation success in 3 sessions

Training sessions agenda

Attend all sessions live and earn your certificate of completion!   

Getting started!

Getting started!

Every Tuesday, 1 pm ET

 

Begin your TaxDome journey with a guided tour of its essential features. Learn how to set up your firm’s portal for maximum efficiency.

Import clients and set up CRM

Import clients and set up CRM

Every Wednesday, 1 pm ET

 

Master the process of importing clients and organizing your CRM to improve workflow and client satisfaction.

Leverage workflow automations

Leverage workflow automations

Every Thursday, 1 pm ET

 

Take your operations to the next level with automated workflows and customizable templates designed to save you time and effort.

Watch onboarding training on-demand

Can’t join live? Watch the recording of the training sessions on TaxDome Academy.
Watch recording

What our clients say about TaxDome events

Kathy Vaccaro

Kathy Vaccaro

I like the 30-min presentation length, especially because we are onboarding 5 employees who may not all need all functions. This is WAY better than our prior practice (Thomson Reuters) where we had to pay for onboarding and gather at one time for the webinar.

Like

Reply

12h

9

Andrea Dennis

Andrea Dennis

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

Like

Reply

10h

7

Karen Wiseman

Karen Wiseman

As a newcomer to the program, I am working my way through the learning process first. I like having the ability to listen to the webinar again. It is hard to remember everything.

Like

Reply

8h

5

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Your concerns, answered

Frequently asked questions

What do I need to participate in these training sessions?

You’ll need to have an active TaxDome account to fully engage and implement the strategies during the session. This will allow you to apply the tips in real-time and save any created templates.

Will I get a recording of the sessions?

Absolutely! Even if you can’t attend the live sessions, you can still register, and we’ll send you a link to the recorded webinars afterward. You’ll also receive all related training materials to revisit the content whenever you wish.

How can I ask additional questions?

We’d love to help! Feel free to reach out by emailing us at success@taxdome.com.

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

Be sure to check your spam or promotions folder just in case. If the email is still missing, send your name and email to success@taxdome.com, and we’ll assist you.

I entered the wrong email or name during registration. What now?

No worries! You can either register again with the correct details or contact us at success@taxdome.com. with your correct name, email address, and company information, and we’ll update it for you.

How do I get the certificate or completion?

Simply attend all three live sessions, and we’ll send your certificate within seven business days after the training is completed.

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