I enjoyed the videos explaining each step. They were well put together and provided a lot of info.
Take comprehensive courses and explore how to tailor TaxDome to your needs. Unlock the full potential of TaxDome's features to reduce time-to-value for your firm and clients, automate your workflows, and scale cost-efficiently.
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Academy courses
Access expert knowledge and master TaxDome with our self-paced courses.
Getting started!
Learn how to get paid automatically, provide a great client experience and free up your time from administrative tasks to focus on value-add, billable work.
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.
November 18-22, 1 pm ET
5 expert-led workshops and insights from a successful CPA, Russ Hoskins (15+ staff)
Explore TaxDome’s core features, optimize your workflows, and set yourself up for success
Session 1: First steps with TaxDome
Session 2: Importing your clients
Session 3: Automating workflows
Session 4: Testing workflows and advanced features
Session 5: Billing, reports, and Q&A
Learn how to leverage TaxDome to streamline accounting workflows and boost profitability.
Share your certificate on social media to showcase your expertise.
Become a certified consultant with deep knowledge in bookkeeping, payroll, and tax preparation.
Fuel your career
Certification levels
Dive deeper into the certification process and begin your journey to becoming a TaxDome certified Advisor today.
Understand TaxDome’s core features and gain foundational knowledge.
Enhance your service offerings and get a Bookkeeping, Payroll, or Tax preparer designation.
Become a TaxDome Consultant and earn extra for your expertise.
Complete TaxDome Academy courses, view video tutorials, read our blog, learn from certified consultants — or become one! Leverage everything TaxDome has to offer and maximize the efficiency of your tax practice!
Get started with TaxDome
This step-by-step guide will streamline your TaxDome implementation process, ensuring a smooth setup for your firm. You’ll learn how to set up the basics: contact details, firm logo, timezone, notifications, and the client portal.
Duration: 1 hour
Set up your TaxDome account as a firm owner
Set up your account for all team members
Get started with TaxDome workflows
Set up your CRM and master client communication
Invite your team
Manage documents like a pro
Master document management in TaxDome. This course equips you with the skills to store, manage, and share documents with your clients within TaxDome.
Duration: 2.5 hour
Document essentials: upload docs, use TaxDome drive
Request documents from clients
Request e-signatures, including with KBA
Move jobs automatically when e-signatures are completed
Automate your document workflows
Work with PDFs
Intro to workflow automations
Learn how to automate entire workflows from start to finish. These lessons introduce you to TaxDome workflow automation tools and show you how to customize them to your business needs.
Duration: 2 hour
Digitize your processes
Configure your first pipeline
Automate your workflow: dependencies and automove
Add conditional logic to pipelines
Schedule recurring jobs with pipelines
Manage team access to pipelines and jobs
Use pipeline templates from the TaxDome library
Intro to client communication
Take control of your firm's communication. This course teaches you how to streamline communication in TaxDome.
Duration: 1 hour
Communication essentials: automated notifications and reminders
In-app secure chats for document upload and easy-to-follow checklists
Personalized emails
Send emails in bulk
Communicate via SMS from the portal
Use TaxDome organizers to collect client documents and data
Complete TaxDome Academy courses, view video tutorials, read our blog, learn from certified consultants — or become one! Leverage everything TaxDome has to offer and maximize the efficiency of your tax practice!
Grow and validate your skills
Best practices and overviews via all-in-one webinars
Join the Experience Makers community
Hire certified TaxDome consultants
Guides to help your team master TaxDome
Useful guides for your clients
See TaxDome in action
Promote your firm and find new clients
Best practices and useful tips from TaxDome and industry experts
Become a certified TaxDome Consultant
Other custom-tailored service packages
Get started with TaxDome
Sign up for TaxDome educational materials and receive news every month.
I enjoyed the videos explaining each step. They were well put together and provided a lot of info.
Riley Eastvold
Accurant LLC
I like the short videos — they work for real life.
Mindy Nold
Taylor, Nold, Kenney & Mitchell, LLC
I struggled with how to merge documents before seeing the video. Now that will be a piece of cake.
Walter J. Kero
Kero Byington and Associates, CPAs
I appreciate the multilearning techniques used in each lesson.
Joshua Kennedy
THB, LLC
The course has been informative, direct, and easy to comprehend. I cannot think of a better way of teaching such key features with simplicity.
Maria Ledesma
Ez Money Finances
Your concerns, answered
Frequently asked questions
All the Academy courses are absolutely free.
According to the TaxDome Academy Terms of Use , we do not permit any of our users to publish, distribute, modify, enhance, translate or reproduce the content on third-party websites.
We update our content on a regular basis to keep up with major and minor changes in TaxDome’s software.
All of our courses are available online. You can watch them on the TaxDome Academy website .
Log in to your Academy account by using your TaxDome credentials. If you don’t have a TaxDome account, use your email address as your screen name and create a password. Then, choose a course from the curriculum and start learning TaxDome.
If you didn’t pass the quiz, you will be given an opportunity to review your answers and make another attempt.
You can find them on the My Certificates page of your Academy account. Learn more about how to access them here .
This option is available in your Academy account. See how to share your certificate in our article .
