Home / Live TaxDome bootcamps
November 18-22, 1 pm ET
5 expert-led workshops and insights from a successful CPA, Russ Hoskins (15+ firm)
Attend all sessions live and earn your certificate of completion.
Can’t join live? Sign up anyway to receive a link to the recording!
Russ Hoskins
Edgar Espinoza
Fabiola Garcia
Session 1: First steps with TaxDome
Set up and customize your CRM for efficient client management
Session 2: Importing your clients
Seamlessly import your clients to TaxDome and streamline client interactions
Session 3: Customizing workflows
Boost efficiency with automations and customizable templates
Session 4: Testing workflows and setting up payments
Optimize your workflows and simplify payment processes for your firm
Session 5: Final steps, best practices, and Q&A
Discover best practices for maximizing the power of TaxDome and have your questions answered live
TaxDome bootcamp 3.0
Here’s why you should join
Wondering if this bootcamp is right for you? Here’s what you’ll gain:
Handle more clients seamlessly by optimizing your workflows.
Streamline your operations from one platform and get your team working smarter.
Master tools that will save you time during the busiest season.
Session 1: First steps with TaxDome
Set up your CRM to handle client data, have a clear overview of your clients, and manage communications during tax season with ease.
Important: export your client sheet before the session or use the provided sample to follow along. Larger firms should ensure sign-up approval beforehand.
Session 2: Importing your clients
After this session, you will have all your client information uploaded and organized in one place, ready for efficient communication throughout the tax season.
Certification: attend the first two sessions to earn your Basic Certification.
Essentials: Getting started with TaxDome
Session 3: Automating workflows
Set up workflows that automate routine tasks, giving you more time to work and providing a smoother experience for your clients.
Session 4: Testing workflows and advanced features
Gain a deeper understanding of how to create more complex workflows that reduce errors and keep your day-to-day tasks under control, making it easier to handle the busy tax season.
Session 5: Billing, reports, and Q&A
Set up a solid billing and reporting process, allowing you to track your work and stay on top of your finances during tax season.
Certification: attend sessions 3, 4, and 5 to earn your Advanced certification.
Advanced: Workflow automations and optimization for tax season
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
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.
What our clients say about TaxDome workshops
Kathy Vaccaro
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Andrea Dennis
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Karen Wiseman
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Kathy Vaccaro
Like
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12h
9
Andrea Dennis
Like
Reply
12h
5
Karen Wiseman
Like
Reply
12h
7