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TaxDome webinars and workshops
Leverage best practices with free, in-depth training for your team. Learn at your own pace with recorded webinars or join live, hands-on bootcamps to hit the ground running.
Onboarding training sessions
Every Monday to Thursday at 1 pm ET with Live Q&A
Getting started!
Begin your TaxDome journey with a guided tour of its essential features. Learn how to set up your firm’s portal for maximum efficiency.
Import clients and set up CRM
Master the process of importing clients and organizing your CRM to improve workflow and client satisfaction.
Leverage workflow automations
Take your operations to the next level with automated workflows and customizable templates designed to save you time and effort.
Mastering daily workflows in TaxDome
Get practical strategies for streamlining work, reducing manual tasks, and improving team coordination.
On-demand webinars
Replay in-depth webinars on maximizing TaxDome workflows
Digitizing your practice (beginner)
Unlock the power of workflows to enhance your practice! Learn how to create your first workflow pipeline and explore the essential tools TaxDome offers to simplify client management withour certified TaxDome consultants.
Building your workflows (intermediate)
Ready to take your workflows to the next level? Discover how to leverage templates and automations to enhance efficiency and deliver an exceptional client experience.
Automate and optimize your workflows (advanced)
Take your workflows to the highest level with advanced automation techniques.Learn to implement advanced features such as conditional automations, recurring jobs, and time tracking.
Q3 24 Feature Release Roundup
Explore tools that will give you an edge in the upcoming tax season — TaxDome AI, Client requests, Workflow customization and automation updates, Zapier, and more.
TaxDome essentials bootcamp: 4 expert-led workshops
Build your system from setup to smart onboarding and first automated pipelines that trigger client tasks, invoices, e-signatures, and team actions.
TaxDome advanced bootcamp
Learn how to automate and manage complex workflows, use AI-powered reporting, and utilize best practices for maximizing TaxDome efficiency.
Unlock data-driven insights with AI reporting
Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting
Get paid: engagement letters, proposals, 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
Onboard new employees quickly
Onboard new employees faster with our webinar on efficient client, document and workflow management
Streamline client communication
Maximize client communication efficiency with TaxDome’s suite of tools, including emails, secure messages, firm announcements, client tasks and automation
Master document management
Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly
Manage your team efficiently
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
Introduce 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
Get docs signed quickly using e-signatures
Discover how to master the e-signature process, from requesting and canceling e-signatures to advanced authentication, templates, multiple signers, and more
Create 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
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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.