Certified Advisor Program

All you need to know about TaxDome Certification

Why should I become a TaxDome certified advisor?

  • Completing all TaxDome Academy courses builds your expertise to maximize the cost-efficiency of using TaxDome in your practice management. Firms that use TaxDome save an average of $18,600 per employee per year

  • Validating your expertise and earning badges allows you to be listed as a Certified Advisor in TaxDome’s Advisor Directory, so you can boost your outreach and attract new leads

  • Manage your team efficiently (automate and save up to 40 hours per employee per month) and gain a competitive advantage by helping your peers incorporate TaxDome’s automation features and increase the efficiency of their practices

Certification: Product Expertise Levels


Level 1: TaxDome Certified Advisor:

Complete all the basic TaxDome Academy courses.


Level 2: TaxDome Certified Advisor: Bookkeeping, Payroll, Tax Preparer:

Level 1 Certification requirements + complete at least one industry-related course in TaxDome Academy.


Certified Consultant:

Complete all courses for Level 2 Certification + Course and quiz for consultants

Certification levels

  • Level 1: TaxDome Certified Advisor
    Complete all the basic TaxDome Academy courses to explore TaxDome’s building blocks and moving parts. This certification level will give you (and your temporary hires) sufficient expertise to successfully use TaxDome’s main features in your practice management.

  • Level 2: TaxDome Certified Advisor: Bookkeeping, Payroll, Tax Preparer
    Complete all Level 1 TaxDome Courses + at least one industry-related course: Bookkeeping, Payroll or Tax Preparer. This certification level will help you learn TaxDome’s automation capabilities and streamline your business processes.

  • Level 3: Certified Consultant
    Complete all Level 2 courses and a special Course for consultants + Quiz. This certification level will be useful for tax professionals willing to earn extra for their expertise. Help your peers grow by implementing TaxDome and improving the way they run their accounting practice. 

How to become a TaxDome certified advisor:

Frequently Asked Questions

Is certification free?

Yes, and we plan to keep it that way

Why do I need certification? What’s in it for me?

- You validate your TaxDome expertise with a certificate.
- You also get listed as a Certified Advisor in the Advisor Directory so that you can attract new clients.
- You have the opportunity to become a TaxDome Consultant and get paid for consulting your peers.

For how long is the certificate valid?

It is valid for one year. After that, you should confirm your expertise by taking a crash course on all the updates released throughout the year and completing a short quiz. Stay tuned for announcements about annual certification renewals.

How do I get my badge?

Once you’ve met the requirements, we will email you the code of your badge. Embed it on your website, LinkedIn or other social media, and the badge will be visible to your clients and peers.

Is it mandatory to renew my certification? Will my badge still be valid if I don’t renew it?

It is up to you to get certified again, as the badge is only valid for one year. You should renew annually to make sure it’s valid. Subscribe to our Facebook community to follow the news on this.

Do I get anything other than a badge embed code?

Yes, if you meet the promotion timeline, you will receive an awesome gift pack from TaxDome!

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