Home \ TaxDome Webinars & Tutorials

TaxDome Webinars & Tutorials

Tune into TaxDome webinars for tips on automating accounting workflows and more. 

Setting up your TaxDome account

Getting started

with TaxDome

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

🟢 Beginner

How to streamline the exchange of documents internally & with clients

Supercharge your document workflow by using TaxDome to store, manage and share documents securely with your clients.

 🟢 Beginner

How to communicate with your clients in TaxDome

Learn how to build and improve client experience with TaxDome’s powerful tools.

🟢 Beginner

Getting paid in TaxDome

Learn how to ensure you get paid on time with minimum effort.

🟡 Intermediate

Client management

How to keep clients in the loop during peak periods

Learn how not to lose clients because of the lack of clear communication.

🟢 Beginner

Improving the client intake process with TaxDome’s organizers

Explore TaxDome’s customizable organizers which obtain data painlessly from your clients. 

🟠 Advanced

Automate your practice with TaxDome’s accounting automations

How to automate client onboarding with TaxDome

Take a look at the best practices in onboarding 1040 new clients using TaxDome.

🟢 Beginner

Workflow: Managing work effectively & foolproofing your process

Discover how you can use TaxDome to automate your low-value, repetitive tasks, and save time, money and improve your efficiency.

🟡 Intermediate

Introduction to scheduled pipelines and recurring jobs

Learn how to use TaxDome advanced workflow automation and customize it to your business processes. 

🟠 Advanced

Get ready for tax season with TaxDome’s accounting automations

Learn how to build your 1040 pipeline for a tax season, using TaxDome accounting automations.

🟠 Advanced

Team management

Effective team management & collaboration in TaxDome

Explore to get your team’s work structured and organized with TaxDome.

🟡 Intermediate

Manage your firm more efficiently with the TaxDome reporting system

Get real-time insights into where your firm’s going, measure team workload, efficiency and revenue.

🟡 Intermediate

What our clients say

  • 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@goldbergtax.com

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

    Andrea Dennis

    andreawdennis@hunterhope.com

    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@wisemantax.com

    Karen Wiseman

2022.

All rights reserved.