Home \ TaxDome Webinars & Tutorials
Join TaxDome webinars to get expert tips for automating workflows in accounting, tax prep, bookkeeping, payroll and more
Join TaxDome's free daily webinars to get hands-on training and live support as you get started
Every Monday, 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
Every Tuesday, 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
Every Wednesday, 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
Every Thursday, 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
December 7, 1pm 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
Every Friday, 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
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
Dec 11-15, 2023
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
Recurring invoices & payment authorization
Learn how to get paid automatically, provide a great client experience and free up your time from administrative tasks to focus on billable work.
13 TaxDome reports to manage your firm more efficiently
Extract and print selected data and create reusable filter templates that you can share with your team.
TaxDome for payroll
Find out how to import clients, configure payroll processes and get documents from clients in TaxDome.
Effective team management and collaboration
Use TaxDome to improve team work at different stages: adding new members, managing access, and assigning and automating tasks.
How to communicate with your clients
Simplify and speed up communication via emails, secure messages, organizers and other TaxDome features.
Document workflow with TaxDome e-signatures
Learn how to incorporate e-signatures in your workflow and keep an audit trail of every signed document.
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
