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TaxDome Summer Update: prepare now, perform like an enterprise firm tomorrow
Replace patchwork systems with end-to-end tax and bookkeeping workflows that support the entire journey – from intake to delivery.
Offer your clients a completely unified experience with one login for everything – communication, organization, document signing, payments, support, and everything on the go.
Learn proven tactics from experts and power users to simplify intake, scale bookkeeping, and centralize communication before Q4 hits.
Duration: 60 minutes.
Watch the recording of the Summer Update webinar
What’s covered in the webinar
Learn how high-performing firms make strategic shifts — turning seasonal breathing room into prep time for a year of growth.
Explore the new Intake & Delivery Workflow that connects proposals, data collection, final delivery, and payments in one place.
Discover how the Bookkeeping Hub helps firms centralize recurring tasks, GL access, and transaction-level Q&A — without per-client fees.
Learn how Global Communication and Team Chat replace fragmented communication by unifying team and client conversations in one place.
Bring your questions and get live answers on what’s working for firms and how a single system is helping them scale smarter and serve better.
Meet the panelists
Ilya Radzinsky
Chief Product Officer at TaxDome
Petar Iliev
Chief Revenue Officer at TaxDome
David Haase
Founder of Juno (formerly TruePrep), CPA and Firm Owner, Golden State Accounting
Jamie Gruol
Co-founder and creator at Workflows for Tax Pros
Matt Bontrager
Managing Partner at TrueBooks
Our client experience speaks for itself
Help us make our webinars even better
Join the TaxDome webinars team
Do you want to become one of our panelists or a partner? Feel free to drop us a line.
Frequently asked questions
Who is this webinar for?
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.
Is there a demo during the webinar?
Yes! You’ll see real workflows in action — including client intake, delivery, communication, and recurring bookkeeping — all connected inside one end-to-end platform.
Is the TaxDome webinar free to watch?
Yes — completely free. Just register in advance to reserve your spot.
Do I need to be a TaxDome user to join the webinar?
Not at all. Whether you’re evaluating tools or looking to get more out of your current setup, this session is for you.
How long is the webinar and what’s the format?
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
Where can I find more information about the topic after the webinar?
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 [email protected] for more details.
How can I become a panelist?
If you’re a TaxDome user and want to share your insights, we’d love to hear from you. Reach out at [email protected] with a short intro about your firm and our team will follow up!
“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.”