4.7/5 across 7,600+ reviews

TaxDome is on the road — join us in San Diego

Join us for a high-impact, half-day event featuring expert speakers, customer success stories, and practical strategies

*Enjoy lunch and earn 3.5 CPE credits (2.5 technical, 1.0 non-technical)

August 14, 2025

The Lane Venue, 900 Bayfront Ct, Suite 200, San Diego, CA 92101, United States

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

Register now — limited seats available

By clicking “Join the roadshow”, you agree to TaxDome’s terms of service and privacy policy

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.

Thank you!

We’re excited to have you join us for valuable insights and strategies at the event. Stay tuned for more details!

4.7/5 across 7,600+ reviews

TaxDome is on the road — join us in San Diego

Join us for a high-impact, half-day event featuring expert speakers, customer success stories, and practical strategies

*Enjoy lunch and earn 3.5 CPE credits (2.5 technical, 1.0 non-technical)

August 14, 2025

The Lane Venue, 900 Bayfront Ct, Suite 200, San Diego, CA 92101, United States

Industry leader trusted by 10,000+ firms

Winner Comprehensive Firm Workflow Solution

From strategy to execution — the roadshow agenda

9:30 – 10:00 AM | Kick off the day with networking, meet the TaxDome team

10:00 – 11:00 AM | Discover how forward-thinking firms use technology to scale faster

11:00 – 11:15 AM | Refuel on a coffee break

11:15 AM – 12:00 PM | Join a panel discussion and learn how firms streamlined operations and boosted revenue

12:00 – 12:45 PM | Enjoy a lunch break

12:45 – 1:15 PM | Get direct answers from a TaxDome C-level executive

1:15 – 1:30 PM | Refuel on a coffee break

1:30 – 2:30 PM | Join a sales and marketing workshop to learn how to close more leads and build a referral machine

2:30 – 3:00 PM | Wrap up the day with final takeaways and open networking

Team

Meet the team and speakers behind the roadshow — your guides for the day

Carlos Garcia

TaxDome Certified Consultant, co-founder of REFRAME

Petar Iliev

Chief Revenue Officer at TaxDome

Ivyson Donnie

Vice President of Sales at TaxDome

Korey Curtis

Sales Team Lead at TaxDome

Karen Judith Alvarez

Customer Success Account Manager at TaxDome

Dominique Barte

Inbound Sales Representative at TaxDome

Natalia Garzon

Event Marketing Manager at TaxDome

Attend the roadshow to connect and learn strategies to move your firm forward

See, experience, and take the keys to success home.

Connect with local firm owners and TaxDome experts

Learn how firms like yours are scaling faster with automation

Get hands-on with TaxDome features that save time and boost revenue

Walk away with exclusive resources and strategies

Our clients' 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 clients' 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 month seminars, which have helped me greatly."

Our clients' experience speaks for itself

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

Winner Comprehensive Firm Workflow Solution

Next stop: California

See TaxDome Live in San Diego on August 14

Experience TaxDome like never before — join us for expert sessions, customer success stories, and hands-on demos in San Diego!

Frequently asked questions

Who is this roadshow for?

The TaxDome roadshow is for accounting and bookkeeping professionals looking to deliver a better client experience and grow their practice with confidence — whether you’re just getting started or scaling fast.

Can I apply to be a panelist?

If you’re a TaxDome customer with a success story to share, we want to hear from you! Email us at [email protected].

Will there be a live demo?

Yes, you’ll see real workflows in action and how firms like yours reduce admin time and improve client communication with TaxDome.

Can I ask questions during the event?

Absolutely. We’ll have a live Q&A with every session, plus plenty of time to engage with speakers and the TaxDome team.

Is the event free to attend?

Yes, it’s completely free. Just register in advance to save your spot. Each city has limited capacity.

Do I need to be a current TaxDome user?

No. Whether you’re using another tool or just starting your research, the roadshow is a great opportunity to learn what’s possible.

What’s the event format and length?

It runs from 9:30 am to 2:30 pm and includes a keynote, panel discussion, executive Q&A, marketing workshop, and lots of networking.

Will there be a virtual option?

No, these are in-person only, but we’ll be hosting additional online events throughout 2025.

Is there parking?

Yes, parking will be available at the venue. Full details will be provided in your confirmation email.

Where can I get more info after the roadshow?

We’ll send you a recap with key resources. You can also visit our Help Center or email us at [email protected].

*What are CPE credits?

CPE (Continuing Professional Education) credits are required for CPAs to maintain their licenses and stay current with evolving industry standards. By attending the San Diego Roadshow, you’ll earn 3.5 CPE credits (2.5 technical and 1.0 non-technical) while enjoying expert-led sessions.

CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. CalCPA National Registry ID Number: 104822

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.