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TaxDome webinars and tutorials

Join TaxDome webinars to get expert tips for automating workflows in accounting, tax prep, bookkeeping and more.

Webinars

On-demand webinars

Replay in-depth webinars on maximizing TaxDome workflows

Explore how to get started in TaxDome

Explore how to get started in TaxDome

Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal.

Leverage workflow automation in TaxDome

Leverage workflow automation in TaxDome

Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks

Getting paid: proposals, engagement letters and invoices

Get paid: proposals, engagement letters, 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 quickly

Onboard new employees faster with our webinar on efficient client, document and workflow management

Streamline client communication

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

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

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

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

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

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

Unlock data-driven insights with AI-powered reporting

Unlock data-driven insights with AI-powered reporting

Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting

TaxDome bootcamp series 2.0

5 hands-on workshops from our experts

Explore TaxDome’s core features, optimize your workflows and set yourself up for success

 

Available on-demand now

  1. Session 1: First steps with TaxDome

  2. Session 2: Importing your clients

  3. Session 3: Customizing workflows

  4. Session 4: Testing workflows and setting up payments

  5. Session 5: Final steps, best practices and Q&A

TaxDome bootcamp series 2.0: 5 hands-on workshops  from our experts

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.

What our clients say about TaxDome webinars

Kathy Vaccaro

I like the 30-min presentation length, especially because we are onboarding 5 employees who may not all need all functions. This is WAY better than our prior practice (Thomson Reuters) where we had to pay for onboarding and gather at one time for the webinar.

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Reply

12h

9

Andrea Dennis

Really informative. I am now using the product and the webinars put things into context for me.

Like

Reply

10h

10

Karen Wiseman

As a newcomer to the program, I am working my way through the learning process first. I like having the ability to listen to the webinar again. It is hard to remember everything.

Like

Reply

8h

5