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Getting Started With TaxDome

Discover the basics of TaxDome and how to set up your TaxDome account from scratch.

🟢 Beginner, 27 min video

With the help of TaxDome, you can drive efficiency and grow your practice. The first step in achieving this is transferring your clients to TaxDome and familiarizing yourself with your TaxDome account and its key settings. This training covers the basics of TaxDome and how to get your TaxDome account up and running.  

In this webinar you’ll learn:

  • How to export your clients quickly in TaxDome
  • How to manage clients with TaxDome: CRM overview
  • The differences between Accounts & Contacts
  • How to organize your clients using tags
  • How to start managing a team with TaxDome

Save twice as much time learning about TaxDome essentials by taking the TaxDome Academy course

‘How to get started with TaxDome’.  

Hints & Tips. Help is at Hand

Your first week with TaxDome: More>>  

Adding client accounts: More>>  

How to add, merge, export, and delete contacts: More>>  

How to sync your email with TaxDome: More>>  

How to export your client list from your current software: More>>  

How to import client list: More>> 

Custom CRM fields: More>>  

How to add, merge, export, and delete contacts: More>>  

Accounts list: bulk actions: More>>  

Tags in accounts and tasks: More>>  

Adding a team member: More>> 

Team member access rights: More>> 

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