Home \ TaxDome Webinars & Tutorials \ Getting started with TaxDome
Discover the basics of TaxDome and how to set up your TaxDome account from scratch.
🟢 Beginner, 27 min video
With the help of TaxDome, you can drive efficiency and grow your practice. The first step in achieving this is transferring your clients to TaxDome and familiarizing yourself with your TaxDome account and its key settings. This training covers the basics of TaxDome and how to get your TaxDome account up and running.
In this webinar you’ll learn:
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Your first week with TaxDome: More>>
Adding client accounts: More>>
How to add, merge, export, and delete contacts: More>>
How to sync your email with TaxDome: More>>
How to export your client list from your current software: More>>
How to import client list: More>>
Custom CRM fields: More>>
How to add, merge, export, and delete contacts: More>>
Accounts list: bulk actions: More>>
Tags in accounts and tasks: More>>
Adding a team member: More>>
Team member access rights: More>>
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Learn how not to lose clients because of the lack of clear communication.
🟢 Beginner
Getting started
with TaxDome
Discover the basics of TaxDome and how to set up your TaxDome account from scratch.
🟢 Beginner
How to communicate with your clients in TaxDome
Learn how to build and improve client experience with TaxDome’s powerful tools.
🟢 Beginner
