Home \ TaxDome bootcamp
Explore TaxDome’s core features, optimize your workflows and
set yourself up for success
* Mandatory fields
Set up customized CRM and organize your client lists for seamless and efficient tax management
Set up your TaxDome account
Get an overview of settings, insights and clients pages
Learn CRM basics
Prepare client data for import
Invite your clients to TaxDome and see how to improve your client interaction right away
Discover how to import your clients
Send messages, emails, documents and reminders
Perform bulk actions
Create pipelines that will enhance your workflow with automation and customized templates
Track your progress with pipelines
Speed up requesting documents and sending messages and invoices
Share access and assign team members to jobs and pipelines
Ensure the seamless operation of your workflow and start receiving payments effortlessly
Review options for customizing workflows and pipelines
Test the pipeline for the firm and for the client
Explore invoicing basics and connect payment processors
Discover best practices and most popular ways to use the portal and ask any remaining questions
White-label the portal & enable website hosting
Invite clients to the portal
Access more educational resources
Benefit from an extended Q&A session
Join Academy courses
Build your TaxDome skills with self-paced courses. Earn certificates and automate your workflow.
Check out our live webinars
Join TaxDome's free daily webinars to get hands-on training and live support
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
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.
