Home \ TaxDome bootcamp
5 hands-on workshops from our experts
May 13-17, 2024
Limited spots available – register to secure yours!
Session 1: First steps with TaxDome
Monday, 1 pm EST
Set up and customize your CRM for efficient client management
Session 2: Importing your clients
Tuesday, 1 pm EST
Seamlessly import your clients to TaxDome and streamline client interactions
Session 3: Customizing workflows
Wednesday, 1 pm EST
Enhance efficiency with automated workflows and customizable templates
Session 4: Testing workflows and setting up payments
Thursday, 1 pm EST
Optimize workflows and simplify payment processes for your firm
Session 5: Final steps, best practices and Q&A
Friday, 1 pm EST
Learn best practices for maximizing the power of TaxDome and ask any remaining questions
Enhance your learning with our comprehensive resources
with guidance from our experts
for a recap of what you’ve learned
for invoices, proposals, emails, messages, and organizers
with a breakdown of tax preparation in stages and tasks
I like the 30-min presentation length, especially because we are onboarding 5 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
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
Learn the ropes with a TaxDome expert
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 account on TaxDome to implement all the tips from live sessions in real time and to save our templates.
Yep. If you’re not sure you’ll be able to join us live, please register regardless to access the sessions later. After we edit the recordings, we will send you the link with instructions, as well as webinar materials. You can come back and rewatch the webinar whenever you want.
We're all ears. Email us at success@taxdome.com .
Check your spam and promotions folders in your email. If there is nothing there, send your name and email to success@taxdome.com and we will 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 figure it out :)
This bootcamp is suitable for both new and experienced users of the platform. You will learn best approaches and practices, discover features to improve your workflow and get customized templates for your work.
