TaxDome Product Webinars
Join free daily training sessions to get started with TaxDome and use it to the full.
Getting started with TaxDome
- How to import and map your clients
- Differences between Accounts & Contacts
- How to use tags & custom fields
- How to set up White-Label options
- Adding team members
When: Mondays, 4 pm EST Register Now Watch Recording
How to communicate with your clients in TaxDome
- Setting up email sync and smart notifications (Inbox+)
- How to get information from your clients
- How to send secure messages and assign your clients tasks
- How to request files without client having to log in
- Contracts & E-signatures explained
- Overview of client portal & Mobile App
- How to automate onboarding
When: Tuesdays, 4 pm EST Register Now Watch Recording
How to streamline exchanging documents internally & with clients
- Document access rights: what can your client see, what can your client modify, and how to keep documents private
- How to collect document feedback (approve/disapprove) from your clients
- How to request e-signatures and KBA
- Folder templates
- Share documents with third parties and clients without portal access
- Bulk Upload: Import from other document storage
- TaxDome Drive: Automatically Keep Client Files in Sync With Your PC/Mac
- Editing files locally and auto-save to TaxDome
- Scan to TaxDome
- Print to TaxDome from your tax program
When: Wednesdays, 4 pm EST Register Now Watch Recording
Workflow: Managing work effectively & foolproofing your process
- Explained: Jobs vs Tasks vs Pipelines
- How to set up templates
- How to set up automations
- How to customize each business process: tax, bookkeeping, audit, etc.
- Template library
- Bulk action: start jobs
- Bulk actions: edit tasks
- How Jobs tie it all together
- Coming soon: Auto-move & Schedules
When: Thursdays, 4 pm EST Register Now Watch Recording
Getting paid in TaxDome
- How to create bills
- Integrations: Stripe, QBO, CPACharge
- Lock documents to bills
- How to track time
- Client prepayment
- Coming soon: ACH
When: Fridays, 4 pm EST Register Now Watch Recording
