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 listed in our Advisor Directory.

In-depth webinars

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

Become a certified TaxDome advisor

Maximize efficiency 

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

Earn recognition

Get listed in the TaxDome Advisor Directory, promoting your expertise to potential clients.

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.


Level 1: TaxDome Certified Advisor

Start with basic courses to understand TaxDome’s core features and gain foundational knowledge.


Level 2: Specialized Certification

Dive into industry-specific courses to enhance your service offerings and get a Bookkeeping, Payroll, or Tax preparer designation.


Level 3: Certified Consultant

Complete specialized training and a consultant course to guide others in TaxDome implementation.

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!

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

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


Join the Experience Makers community

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

Advisor Directory

Promote your firm and find new clients


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


Get started with TaxDome

Want to stay updated about new webinars and courses?

Sign up for TaxDome educational materials and receive news every month.

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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