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TaxDome advanced bootcamp: 3 expert-led workshops

September 4-6, 1 pm ET

Register to get your recording.

 Hosted by Industry leaders & TaxDome experts

Russell Hoskins

Edgar Espinoza

TaxDome bootcamp 3.0

Who is this bootcamp for?

Discover whether this bootcamp is for you

TaxDome

Unlock advanced tips and tricks

Take your knowledge of TaxDome even further

TaxDome

Take your pipelines and automations to the next level

You’ll discover how to automate and manage complex workflows

TaxDome

Boost team collaboration and harness AI-powered reporting

Gain some skills for effective team management and leveraging AI-reporting

Bootcamp agenda

Session 1: Mastering pipelines and automation

Learn how to automate and manage complex workflows for more efficient task management

Session 2: Empowering teams with TaxDome 

Boost productivity and profitability with expert tips on effective team management and leveraging AI-powered reporting

Session 3: Best practices, updates, and Q&A

Discover best practices for maximizing TaxDome, explore upcoming features, and get your questions answered live

Bootcamp resource kit

Enhance your learning experience with our comprehensive resources

3 live workshops with recordings

with guidance from our experts

Handouts with help articles and videos

for a recap of what you’ve learned

Ready-made workflow template

with a breakdown of tax preparation in stages and tasks

Customizable templates

for invoices, proposals, emails, messages, and organizers

Additional resources

Resources that you can save and use immediately

5 live workshops

Guiding you through TaxDome features

Checklists & handouts

To recap what you’ve learned

19 templates

For invoices, proposals, emails, messages and organizers

Workflow kanban board

A template for tax prep in stages and tasks

What our clients say about TaxDome workshops

  • I like the 30-min presentation length, especially because we are onboarding five employees who may not all need all functions. This is WAY better than our prior practice (Thomson Reuters) where we had to pay for onboarding and gather at one time for the webinar.

    Kathy Vaccaro

    Kathy Vaccaro
  • Really informative. I am now using the product, and the webinars put things into context for me.

    Andrea Dennis

    Andrea Dennis
  • As a newcomer to the program, I am working my way through the learning process first. I like having the ability to listen to the webinar again. It is hard to remember everything.

    Karen Wiseman

    Karen Wiseman

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Join the Experience Makers community

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TaxDome Help Center

Guides to help your team master TaxDome

Client Help Center

Useful guides for your clients

Request demo

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Advisor Directory

Promote your firm and find new clients

Blog

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

Policies

Get started with TaxDome

Your concerns, answered

Frequently asked questions

What do I need to attend this bootcamp?

You will need an active TaxDome account if you’d like to implement the tips in real time and save the templates.

Will the sessions be recorded?

Yes! If you’re not able to join us live, you can register anyway to watch the sessions later. We will send you the link to the recording, as well as all bootcamp materials. You can rewatch the webinar whenever you want.

What if I have additional questions?

We're all ears! Please email us at success@taxdome.com .

I don't see the email confirmation from you. What should I do?

Please check your spam and promotions folders in your email. If there is nothing there, send your name and email to success@taxdome.com so we can help you. 

I entered the wrong email address/wrong name, what should I do?

You can register again with the correct email, or send your name, email address, and company name to success@taxdome.com . We'll help you out!

Can I participate if I already use TaxDome?

This bootcamp is suitable for both new and experienced TaxDome users. You'll refresh your knowledge, discover best practices to improve your workflows, and receive customizable templates for emails, engagement letters, invoices, and more.

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