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TaxDome Webinars & Tutorials

Join TaxDome webinars to get expert tips for automating workflows in accounting, tax prep, bookkeeping, payroll and more

Upcoming live webinars

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

On-demand webinars

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


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


E-signatures: effortless solutions for faster client document turnaround

Get expert tips on optimizing e-signature workflows: make the most of templates, multiple signers, and advanced authentication to ensure legal compliance and a positive client experience.


Watch video tutorials

Make the most out of TaxDome with our easy-to-follow video tutorials

Create your first client account in TaxDome 

Setup & implementation

2.5 Min

Copy the sample pipeline template 

Setup & implementation

2 Min

Automate adding jobs 

Setup & implementation

1 Min

How to prepare your client data for import 

CRM & clients

1 Min

Join Academy courses

Build your TaxDome skills with self-paced courses. Earn certificates and automate your workflow.

What our clients say about TaxDome webinars

  • 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

    Kathy Vaccaro
  • Really informative. I am now using the product and the webinars put things into context for me.

    Andrea Dennis

    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

    Karen Wiseman

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