Home / Live TaxDome bootcamps
July 29–August 2, 1 pm ET
Limited spots available – register now to secure yours!
Can’t join live? Sign up anyway to receive a link to the recording!
Michelle A. Davis
Edgar Espinoza
Edwin González
Kerry Brooks
TaxDome bootcamp 3.0
Here’s why you should join
Discover whether this bootcamp is for you
Enjoy a hands-on walkthrough of the very first steps in TaxDome
Discover how to set up your CRM and streamline client interactions
Optimize your processes, boost collaboration, and ramp up your firm’s efficiency
Session 1: First steps with TaxDome
Monday, July 29, 2024, 1 pm ET
Set up and customize your CRM for efficient client management
Session 2: Importing your clients
Tuesday, July 30, 2024, 1 pm ET
Seamlessly import your clients to TaxDome and streamline client interactions
Session 3: Customizing workflows
Wednesday, July 31, 2024, 1 pm ET
Boost efficiency with automations and customizable templates
Session 4: Testing workflows and setting up payments
Thursday, August 1, 2024, 1 pm ET
Optimize your workflows and simplify payment processes for your firm
Session 5: Final steps, best practices, and Q&A
Friday, August 2, 2024, 1 pm ET
Discover best practices for maximizing the power of TaxDome and have your questions answered live
Join our September bootcamp to master automation, AI-powered reporting, and team collaboration in TaxDome.
Enhance your learning with our comprehensive resources
with guidance from our experts
for a recap of what you’ve learned
for client onboarding and tax preparation processes
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
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
Really informative. I am now using the product, and the webinars put things into context for me.
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
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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 Experience Makers community
Hire certified TaxDome consultants
Guides to help your team master TaxDome
Useful guides for your clients
See TaxDome in action
Promote your firm and find new clients
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 will need an active TaxDome account if you’d like to implement the tips in real time and save the templates.
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.
We're all ears! Please email us at success@taxdome.com .
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.
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!
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.
