TaxDome Academy 

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.

What is TaxDome Academy?

Academy courses

Access expert knowledge and master TaxDome with our self-paced courses.

Certification program

Become a certified TaxDome advisor and get a certificate.

In-depth webinars

Watch TaxDome’s on-demand webinars to get hands-on training.

Discover how to master workflow automation and team optimization on our bootcamp

Quick wins and best practices from TaxDome and industry experts.

  • Session 1: Master advanced workflow automation and pipelines

  • Session 2: Test, refine & automate billing

  • Session 3: Scaling your firm and managing your team

  • Session 4: Live Q&A – expert advice on scaling with automation

Onboarding training sessions

Every Monday to Thursday at 1 pm ET with Live Q&A

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.

Mastering daily workflows in TaxDome

Get practical strategies for streamlining work, reducing manual tasks, and improving team coordination.

Watch onboarding training on-demand

Become a certified TaxDome advisor

Maximize efficiency 

Learn how to leverage TaxDome to streamline accounting workflows and boost profitability.

Earn recognition

Share your certificate on social media to showcase your expertise.

Advance your career

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.

TaxDome

Level 1: TaxDome certified Advisor today

Understand TaxDome’s core features and gain foundational knowledge.

TaxDome

Level 2: Specialized Certification

Enhance your service offerings and get a Bookkeeping, Payroll, or Tax preparer designation.

TaxDome

Level 3: TaxDome Consultant

Become a TaxDome Consultant and earn extra for your expertise.

Explore Academy courses

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!

Set up your TaxDome account

Learn how to personalize your firm’s TaxDome portal for a smooth, secure start. This session covers essential setup steps to help you create a professional client experience from day one.

Duration: 1 hour

  • Customize your login page and firm branding

  • Set your time zone and preferred language

  • Strengthen account security settings

  • Add key contact and firm details

  • Find and personalize your firm’s portal link

Document Exchange

Get hands-on with document management in TaxDome. Learn how to securely store, request, sign, and automate documents with ease.

Duration: 2.5 hour

  • Upload, organize, and manage files with TaxDome Drive

  • Request documents and e-signatures (with KBA support)

  • Automate jobs when documents are signed

  • Set up document workflows for efficiency

  • View and edit PDFs directly in the platform

Workflow Automation

Digitize your firm’s processes with TaxDome’s powerful workflow tools. This course walks you through building, customizing, and scaling automated pipelines.

Duration: 2 hour

  • Configure your first pipeline with job stages

  • Use dependencies, conditional logic and auto-move to streamline steps

  • Schedule recurring work automatically

  • Manage team access and use pipeline templates

  • Use templates from the TaxDome Marketplace

Client Communication

Master how to connect with clients using TaxDome. This course shows how to centralize and automate all your communication tools in one place.

Duration: 1 hour

  • Set up automated notifications and reminders

  • Use secure chats for uploads and task tracking

  • Personalize and send bulk emails

  • Communicate via SMS through the portal

  • Collect info and docs using organizers

Master TaxDome the way you like it

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!

TaxDome Academy

Grow and validate your skills

Video tutorials

Best practices and overviews via all-in-one webinars

Community

Join the community of TaxDome clients

Learn from consultants

Hire certified TaxDome consultants

TaxDome Help Center

Guides to help your team master TaxDome

Client Help Center

Useful guides for your clients

Request demo

See TaxDome in action

Academy certification

Unlock the full potential of your practice

Blog

Best practices and useful tips from TaxDome and industry experts

Education for consultants

Become a certified TaxDome Consultant

Additional services

Other custom-tailored service packages

Policies

Get started with TaxDome

What our clients say about TaxDome workshops

  • I enjoyed the videos explaining each step. They were well put together and provided a lot of info.

    Riley Eastvold

    Accurant LLC

    Riley Eastvold
  • I like the short videos — they work for real life.

    Mindy Nold

    Taylor, Nold, Kenney & Mitchell, LLC

    Mindy Nold
  • 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

    Walter J. Kero
  • I appreciate the multilearning techniques used in each lesson.

    Joshua Kennedy

    THB, LLC

    Joshua Kennedy
  • 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

    Maria Ledesma

Your concerns, answered

Frequently asked questions

How much do Academy courses cost?

All the Academy courses are absolutely free.

Can I use your content for my own purposes?

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.

How often is this content updated?

We update our content on a regular basis to keep up with major and minor changes in TaxDome’s software.

Can I download the course lessons?

All of our courses are available online. You can watch them on the TaxDome Academy website .

How do I take a course?

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.

What if I didn’t pass the quiz?

If you didn’t pass the quiz, you will be given an opportunity to review your answers and make another attempt.

Where can I find my completion certificates?

You can find them on the My Certificates page of your Academy account. Learn more about how to access them here .

Can I share my certificate on social media?

This option is available in your Academy account. See how to share your certificate in our article

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