On-demand webinars
Replay in-depth webinars on maximizing TaxDome workflows
TaxDome 101: the implementation guide for getting started
Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal.
Workflow: how to leverage automation to manage internal processes
Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks
Getting paid: proposals, engagement letters and invoices
Explore how TaxDome’s billing functionalities make it easy both for your clients to pay bills and for you to get paid, automatically and on time
Team training: use TaxDome like a Pro from day one
Client communication: emails, chats, firm announcements and more
Maximize client communication efficiency with TaxDome’s suite of tools, including emails, secure messages, firm announcements, client tasks and automation
Documents: secure storage, approvals, e-signatures, notifications and more
Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly
Team management: access rights, notifications and internal communication
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
Client onboarding: introducing TaxDome to your clients
Get expert tips on how to automate client sign-up steps, personalize your firm portal and ensure a positive client experience
E-signatures: effortless solutions for faster client document turnaround
Get expert tips on optimizing e-signature workflows: make the most of templates, multiple signers, and advanced authentication to ensure legal compliance and a positive client experience.
Organizers: how to utilize forms your clients will actually complete
Discover how to automate data and document collection from clients and improve their experience with TaxDome’s customizable forms
AI-powered reporting: fuel growth with data-driven decisions
Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting
TaxDome’s bootcamp series
5 hands-on workshops from our experts
Explore TaxDome’s core features, optimize your workflows and set yourself up for success
Available on-demand
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Session 1: First steps with TaxDome
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Session 2: Importing your clients
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Session 3: Customizing workflows
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Session 4: Testing workflows and setting up payments
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Session 5: Final steps, best practices and Q&A
Watch video tutorials
Make the most of TaxDome with our easy-to-follow video tutorials
Learn TaxDome features
Join Academy courses
Build your TaxDome skills with self-paced courses. Earn certificates and automate your workflow.
