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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
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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
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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
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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
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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
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