TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024 [Read more]

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration [Learn more]

Resources

Video

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Documents Section Overview
Documents Section Overview
2.3 Min
TaxDome for Tax Professionals
TaxDome for Tax Professionals
6.7 Min
TaxDome Academy – Automate Adding Jobs
TaxDome Academy – Automate Adding Jobs
1 Min
TaxDome Academy – Invite Your Clients to TaxDome
TaxDome Academy – Invite Your Clients to TaxDome
2 Min
TaxDome Academy – How to Sync Your Email
TaxDome Academy – How to Sync Your Email
1 Min
TaxDome Academy- How to Manage Team Access to Client Data
TaxDome Academy- How to Manage Team Access to Client Data
2 Min

Course

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TaxDome for Tax Prepearers
TaxDome for Tax Prepearers
80 Min
TaxDome for Bookkeepers
TaxDome for Bookkeepers
65 Min
TaxDome for Payroll
TaxDome for Payroll
70 Min
Implementation: TaxDome Quick Guide
Implementation: TaxDome Quick Guide
35 Min
Effective Team Management and Collaboration in TaxDome
Effective Team Management and Collaboration in TaxDome
40 Min
How to Use Organizers
How to Use Organizers
45 Min

Help Article

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TaxDome Dictionary
TaxDome Dictionary
9 Min
CRM (Basic): Contacts & Accounts
CRM (Basic): Contacts & Accounts
7 Min
Docs (Basic): Overview
Docs (Basic): Overview
8 Min
Windows App: Overview
Windows App: Overview
6 Min
Team Management: Onboarding Checklist
Team Management: Onboarding Checklist
15 Min
Bookeeping: Configure Processes in TaxDome
Bookeeping: Configure Processes in TaxDome
12 Min
Tax Preparation: Configure Processes in TaxDome
Tax Preparation: Configure Processes in TaxDome
23 Min
Your First Week With TaxDome: Onboarding Checklist
Your First Week With TaxDome: Onboarding Checklist
32 Min
CRM (Basic): Add Client Accounts
CRM (Basic): Add Client Accounts
8 Min
CRM (Basic): Create & Apply Tags
CRM (Basic): Create & Apply Tags
10 Min
CRM (Basic): Import a Client List
CRM (Basic): Import a Client List
15 Min
Email (Basic): Sync Your Email With TaxDome
Email (Basic): Sync Your Email With TaxDome
9 Min
Chats (Basic): Send Manually or Automatically
Chats (Basic): Send Manually or Automatically
17 Min
Team (Basic): Add a Team Member
Team (Basic): Add a Team Member
5 Min

Use case

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Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
Bender CPA Experience: Leveling Up a Solo Practice with Minimal Spend
1 Min
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
Tax Therapy Experience: Going Digital Ahead of Retirement & Sale of Practice
1 Min
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
Acade Tax Services: Solo Practice Growing to 1,000+ clients with the Help of TaxDome
1 Min
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Carter Cook CPAs Experience: Building a New Age Accounting Firm
1 Min
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
Canadian Accounting Firm Reviews TaxDome, ‘Keeps Getting Better’
1 Min
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
Eiden Tax & Accounting Experience: Shifting to a Paperless Accounting Firm in the Post COVID World
1 Min
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
Joseph & Hetrick Experience: Growing Revenue By 50% With TaxDome
1 Min
Total Tax Services Experience: How to Double Client Base with Minimal Effort
Total Tax Services Experience: How to Double Client Base with Minimal Effort
1 Min
Tax Man To You Experience: Scaling a Sales Tax Business 2x
Tax Man To You Experience: Scaling a Sales Tax Business 2x
1 Min

Webinar

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TaxDome 101: the implementation guide for getting started
TaxDome 101: the implementation guide for getting started
32 Min
Get paid: proposals, engagement letters, invoices
Get paid: proposals, engagement letters, invoices
32 Min
Introduce TaxDome to your clients
Introduce TaxDome to your clients
53 Min
Leverage workflow automation in TaxDome
Leverage workflow automation in TaxDome
42 Min
Manage your team efficiently
Manage your team efficiently
31 Min
Master document management
Master document management
43 Min
Onboard new employees quickly
Onboard new employees quickly
69 Min
Streamline client communication
Streamline client communication
51 Min
Use e-signatures for effortless turnaround of client documents
Use e-signatures for effortless turnaround of client documents
36 Min
Utilize forms your clients will enjoy filling in
Utilize forms your clients will enjoy filling in
29 Min
AI-powered reporting: fuel growth with data-driven decisions
AI-powered reporting: fuel growth with data-driven decisions
34 Min