350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
Welcome to our foundational webinar! If you are reading this, chances are you are new to TaxDome and would like to find out how to set up the system for success. This webinar is the perfect place to start!
During this webinar, we’ll cover how to:
- Import your client accounts into the system and add tags to them for easy categorization
- Create folder structures inside client accounts to streamline document storage
- Perform bulk actions with client accounts to save your precious time
Check out our handout, which briefly covers all the key points: download the handout.
This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.
Want to learn more? Take the Academy course on TaxDome implementation and setting up your account: take the course.
Video
TaxDome 101: the implementation guide for getting started
Welcome to our foundational webinar! If you are reading this, chances are you are new to TaxDome and would like to find out how to set up the system for success. This webinar is the perfect place to start!
During this webinar, we’ll cover how to:
- Import your client accounts into the system and add tags to them for easy categorization
- Create folder structures inside client accounts to streamline document storage
- Perform bulk actions with client accounts to save your precious time
Check out our handout, which briefly covers all the key points: download the handout.
This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.
Want to learn more? Take the Academy course on TaxDome implementation and setting up your account: take the course.
