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.
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
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.
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!
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
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 community of TaxDome clients
Hire certified TaxDome consultants
Guides to help your team master TaxDome
Useful guides for your clients
See TaxDome in action
Unlock the full potential of your practice
Best practices and useful tips from TaxDome and industry experts
Become a certified TaxDome Consultant
Other custom-tailored service packages
Get started with TaxDome
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 .
