This session is designed for accounting, tax, and bookkeeping professionals who want to set their firm up for growth in Q4 through reduced tool overload, an end-to-end process that lets team members handle client needs from intake to delivery in one place, and a 5-star unified client experience that drives referrals.

Whether you’re exploring TaxDome for the first time or already using the platform, you’ll walk away with actionable ideas to improve your workflows.

Yes! You’ll see real workflows in action — including client intake, delivery, communication, and recurring bookkeeping — all connected inside one end-to-end platform.

Yes — completely free. Just register in advance to reserve your spot.

Not at all. Whether you’re evaluating tools or looking to get more out of your current setup, this session is for you.

The session will run for about 60 minutes and includes:

• Market context and what’s changing

• Deep dives into 3 core workflows

• Feature walkthroughs

• Real-world insights from firms and partners

• Live Q&A

After the webinar, we’ll send all attendees a follow-up email with additional resources, including links to help articles. You can also explore our Help Center or contact us at success@taxdome.com for more details.

If you’re a TaxDome user and want to share your insights, we’d love to hear from you. Reach out at marketing@taxdome.com with a short intro about your firm and our team will follow up!