TaxDome Academy

Learn all TaxDome features to reduce time-to-value for your firm and clients, automate your routine, scale cost-efficiently and validate your expertise with certification. 

TaxDome Certification

TaxDome Academy Certification showcases your expertise – which increases your market value so that you can attract new accounting clients. Besides, you can onboard new hires quickly and ease the learning curve for them.

What’s in it for you?

TaxDome Academy courses are of great help to both new and existing subscribers:

New to TaxDome?

Master TaxDome rapidly and adapt it to your business needs based on clear and concise instructions

Managing a team?

Help new hires onboard independently so they can hit the ground running

Savvy TaxDome user?

Stay up-to-speed with the latest features and implement them in your tax management practice with ease

Get listed in the Advisor Directory as a trusted TaxDome Academy Certified Advisor, increase your outreach and find new accounting clients!

Why learn with TaxDome Academy?

Save time and money

Learn to automate your practice management routine and save up to 40 work hours per employee per month

Scale your practice

Streamline your practice management, reduce repetitive tasks and free up more time for billable work

Showcase your skills

Validate your TaxDome expertise with certificates, get listed in the Advisor Directory to attract new customers

Personalized learning

Master TaxDome features at your own pace, access any course and any lesson whenever you need

Drive Academy evolution

Provide feedback on what the TaxDome Education Team should improve or what courses to add

How to enroll in the Academy courses?

How to enroll in the Academy courses?

Available courses

TaxDome Quick Guide

Four lessons, 35 min. This course will guide you through the steps needed to configure your TaxDome account and use our main features. 

You’ll learn:

  • How TaxDome workflows work
  • How to set up your CRM and import clients to TaxDome
  • How to implement effective and traceable communication with clients
  • How to get your team onboard

Implementation. Setting up your TaxDome account

Two lessons, 25 min. This course shows you how to set up all the basics for your firm: contact details, firm logo, timezone, notifications and the client portal.

You’ll learn:

  • How to upload your logo
  • How to set up your account
  • How to set up accounts for your employees
  • How to set up notifications, client portal and much more!

How to Use Organizers

Three lessons, 45 min. Suitable for both new and current users, the course shows how to gather information from your clients efficiently with TaxDome custom-designed questionnaires. 

You’ll learn:

  • How to create and customize questionnaires with conditional logic
  • How to send organizers and encourage clients to submit them ASAP
  • How to automate organizers by integrating them into your pipelines

Documents Guide

Three courses, 55 minutes each. This set of courses will help you get acquainted with how to store, manage and share documents with your clients within a single TaxDome workspace.
You’ll learn:

  • How to upload documents to TaxDome
  • How to request documents from clients
  • How to request e-signatures
  • How to work with documents uploaded to TaxDome

Workflow in TaxDome

10 short courses, 120 min. These courses introduce you to TaxDome workflow automation tools and shows you how to customize them to your business needs.

You’ll learn:

  • How to create and manage templates for frequently used messages, emails, invoices, contracts, jobs and tasks
  • How to build a pipeline by breaking down your work cycle into different stages
  • How to streamline repeatable processes and automate your workflow

How to Sell TaxDome and Your Services

Four lessons, 70 min. This is the ideal course if you want to become a verified TaxDome consultant and earn income by sharing your TaxDome knowledge. 

You’ll learn:

  • The main TaxDome selling points and how to present them to win over your clients
  • How to showcase TaxDome’s value to different firms: Tax Preparation, Payroll Services, Accounting and Bookkeeping
  • The best practices from the TaxDome sales team

Team Management with TaxDome

Three lessons, 45 mins. This course covers the differences in TaxDome user roles, how to manage your team and temporary employees, and build effective team communication. 

You'll learn:

  • How to manage TaxDome user roles and access rights
  • How to manage access to Pipelines, Tasks and configure Workflows for temporary employees
  • How to use TaxDome tasks, mentions, and workflows to keep your team in the loop

How to use TaxDome for Bookkeeping

Learn all you need to know to use TaxDome for bookkeeping.

You'll learn:

  • How to set up TaxDome for bookkeeping
  • How to configure bookkeeping processes in TaxDome
  • How to communicate with bookkeeping clients and receive information from them
  • How to track time and invoice your bookkeeping clients

TaxDome for Payroll

Learn everything you need to know to use TaxDome for payroll: automate your processes, set up schedules, get timesheets and more.

You’ll learn:

  • Set up the CRM for payroll
  • Speed up workflow by automating it for payroll processes
  • How to use recurring tasks and jobs in TaxDome
  • Find out what is the best way to get timesheets from your clients and transfer them to your team

TaxDome for Tax Preparers

Learn everything you need to know to use TaxDome for tax preparation: how to configure processes, communicate with clients and more.

You’ll learn:

  • Set up your CRM
  • Set up your processes, from onboarding new clients to handling different types of tax forms
  • Discover how to get information from your clients quickly
  • Explore efficient ways of communicating with your clients so that you can complete one return in one sitting

Coming soon

Client Communication Guide

Four lessons, 95 min. This course is designed in a way that even TaxDome beginners can gradually master the communication processes. It will help you to understand all the ways of communication in TaxDome.

You’ll learn:

  • How to communicate with your clients in secure chats
  • How to email your clients
  • How to ease up the communication processes using SMS
  • How to implement effective and traceable communication with clients
  • How to use all TaxDome communication features efficiently

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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