Home / Live TaxDome bootcamps
May 12 - 15, 2025, 1 pm ET
Join this 4-day bootcamp for quick wins and best practices from industry experts. Can’t join live? Sign up anyway to get the recording!
Katie Conley
Fabiola Garcia
TaxDome bootcamp 5.0
Here’s why you should join
Wondering if this bootcamp is right for you? Here’s what you’ll gain:
Participate in hands-on exercises within your own TaxDome account and build alongside our experts — no theory, just action.
Centralize client messaging and build a clean, organized CRM that supports scalable growth.
Set up powerful automations to streamline onboarding, workflows, and day-to-day operations.
Session 1: Build Your First Automation
In under 90 minutes, set up your TaxDome portal, sync your email, and launch your first live automation, transforming your firm into a scalable system with ease.
Session 2: Smart CRM Setup & Client Onboarding
Clean data = faster workflows. You’ll import, tag, and automate onboarding communication — so clients respond faster and your CRM works for you, not against you.
Build your system from setup to smart onboarding
Session 3: Create a Scalable Workflow Pipeline
Turn your processes into a fully automated machine. You'll create a production-ready pipeline that seamlessly triggers client tasks, invoices, e-signatures, and team actions, all without manual intervention.
Session 4: Q&A + Your 30-Day Success Plan
Troubleshoot in real time, get clarity on conditional automations, and walk away with a personalized success roadmap.
Automation in action: build, scale, and optimize
Session 1: Set up and start automating
Monday, May 12, 2025, 1 pm ET
In under 90 minutes, set up your TaxDome portal, sync your email, and launch your first live automation, transforming your firm into a scalable system with ease.
Session 2: Smart imports and comms that convert
Tuesday, May 13, 2025, 1 pm ET
Clean data = faster workflows. You’ll import, tag, and automate onboarding communication — so clients respond faster and your CRM works for you, not against you.
Session 3: Build a self-running pipeline
Wednesday, May 14, 2025, 1 pm ET
Turn your processes into a fully automated machine. You'll create a production-ready pipeline that seamlessly triggers client tasks, invoices, e-signatures, and team actions, all without manual intervention.
Session 4: Q&A + your 30-day success plan
Thursday, May 15, 2025, 1 pm ET
Troubleshoot in real time, get clarity on conditional automations, and walk away with a personalized success roadmap.
Elevate your skills with our comprehensive learning resources.
Implement automation with expert guidance
Get insights tailored to your firm’s needs
Save your time with pre-built workflows
Showcase your new skills
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
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!
Grow and validate your skills
Best practices and overviews via all-in-one webinars
Join the community of TaxDome clients
Hire certified TaxDome consultants
Guides to help your team master TaxDome
Useful guides for your clients
See TaxDome in action
Unlock the full potential of your practice
Best practices and useful tips from TaxDome and industry experts
Become a certified TaxDome Consultant
Other custom-tailored service packages
Get started with TaxDome
Your concerns, answered
Frequently asked questions
You’ll need an active TaxDome account if you want to implement the tips in real-time and save the templates. If you'd like to follow along and apply what you learn immediately, sign up for a free trial.
Yes! If you can’t attend live, register anyway – we’ll send you the recordings and all materials afterwards.
Yes! Complete the bootcamp quiz after attending to earn your Certificate of Completion.
We're all ears! Email us at success@taxdome.com.
Check your spam and promotions folders. If you still don’t see it, email us at success@taxdome.com with your name and email, and we’ll assist you.
You can register again or email us at success@taxdome.com with your correct details, and we’ll update them for you.
Absolutely! This bootcamp is designed for both new and experienced TaxDome users. You'll refresh your knowledge, discover best practices to improve your workflows, and gain access to customizable templates for emails, engagement letters, invoices, and more.
