Home \ TaxDome Webinars & Tutorials
Join TaxDome webinars to get expert tips for automating workflows in accounting, tax prep, bookkeeping, payroll and more
-ni7jd.png)
Join TaxDome's free daily webinars to get hands-on training and live support as you get started
April 1, 1 pm EST
TaxDome 101: the implementation guide for getting started
Set up your TaxDome account within an hour and discover how the core features work
April 1, 3 pm EST
E-signatures: effortless solutions for faster client document turnaround
Discover how to master the e-signature process, from requesting and canceling e-signatures to advanced authentication, templates, multiple signers, and more
April 2, 1 pm EST
Workflow: how to leverage automation to manage internal processes
Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks
April 2, 3pm EST
Client communication: emails, chats, firm announcements and more
Maximize client communication efficiency with TaxDome's suite of tools, including emails, secure messages, firm announcements, client tasks and automation
April 3, 1 pm EST
Getting paid: proposals, engagement letters and billing
Explore how TaxDome's billing functionalities make it easy both for your clients to pay bills and for you to get paid, automatically and on time
April 3, 3 pm EST
Team training on core functions: use TaxDome like a pro from day one
Onboard new employees faster with our webinar on efficient client, document and workflow management
April 4, 1 pm EST
Documents: secure storage, e-signatures, approvals, notifications and more
Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly
April 4, 3 pm EST
Client onboarding: introducing TaxDome to your clients
Get expert tips on how to automate client sign-up steps, personalize your firm portal and ensure a positive client experience
April 5, 1 pm EST
Team management: access rights, notifications and internal communication
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
April 5, 3 pm EST
Organizers: how to utilize forms your clients will actually complete
Discover how to automate data and document collection from clients and improve their experience with TaxDome's customizable forms
TaxDome’s bootcamp series:
5 hands-on workshops
from our experts
Explore TaxDome’s core features, optimize your workflows and set yourself up for success in time for tax season
Available on-demand
Session 1: First steps with TaxDome
Session 2: Importing your clients
Session 3: Customizing workflows
Session 4: Testing workflows and setting up payments
Session 5: Final steps, best practices and Q&A
Replay in-depth webinars on maximizing TaxDome workflows
TaxDome 101: the implementation guide for getting started
Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal.
Workflow: how to leverage automation to manage internal processes
Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks
Getting paid: proposals, engagement letters and invoices
Explore how TaxDome's billing functionalities make it easy both for your clients to pay bills and for you to get paid, automatically and on time
Team training: use TaxDome like a Pro from day one
Onboard new employees faster with our webinar on efficient client, document and workflow management
Client communication: emails, chats, firm announcements and more
Maximize client communication efficiency with TaxDome's suite of tools, including emails, secure messages, firm announcements, client tasks and automation
Documents: secure storage, approvals, e-signatures, notifications and more
Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly
Team management: access rights, notifications and internal communication
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
Team management: access rights, notifications and internal communication
Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times
Client onboarding: introducing TaxDome to your clients
Get expert tips on how to automate client sign-up steps, personalize your firm portal and ensure a positive client experience
Organizers: how to utilize forms your clients will actually complete
Discover how to automate data and document collection from clients and improve their experience with TaxDome's customizable forms
Make the most out of TaxDome with our easy-to-follow video tutorials
Build your TaxDome skills with self-paced courses. Earn certificates and automate your workflow.
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
