Register for Live Training!

Join our training events for an in-depth review of Taxdome services. Submit your questions and interact with us! All attendees receive a recording of the event.

Intro to TaxDome

Ready to start using TaxDome, but need some help? Drop-in for our daily (Mon-Fri) quick starts! A TaxDome expert will take you through a 30-minute high-level tour of TaxDome and cover the basics to get you up and running. It’s as simple as logging in, inviting your team and clients — start improving your tax practice today! Stick around to get all of your burning questions answered through live Q&A.

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Sharing Documents Effectively

Learn all about TaxDome’s document sharing and storage capabilities. We walk you through how to upload internal firm only files, clients intended for your clients, how your clients upload documents for you, and how you can securely share files with 3rd parties.

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Billing Essentials

An overview of the billing features within TaxDome. Learn how to reduce accounts receivable and manual data entry to get paid faster and easier in TaxDome.

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Workflow: Requests & Tasks

An overview of Requests (client facing) & Tasks (internal) — two powerful tools that will optimize your team’s workflow.

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Windows Application

Print directly to TaxDome from any program (including tax software) just like you print to PDF. Instantly batch upload groups of files with drag and drop to quickly and easily digitize your practice.

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