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 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.
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!
Learn to automate your practice management routine and save up to 40 work hours per employee per month
Streamline your practice management, reduce repetitive tasks and free up more time for billable work
Validate your TaxDome expertise with certificates, get listed in the Advisor Directory to attract new customers
Master TaxDome features at your own pace, access any course and any lesson whenever you need
Provide feedback on what the TaxDome Education Team should improve or what courses to add
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:
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 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:
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:
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 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:
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 use TaxDome for Bookkeeping
Learn all you need to know to use TaxDome for bookkeeping.
You'll learn:
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:
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:
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:
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.