Getting started with TaxDome

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

🟡 Advanced, 23 min video

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Getting set up in TaxDome is a step-by-step process that requires patience, but we promise, it will pay off. 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 import and map your clients
  • Differences between Accounts & Contacts
  • How to use tags & custom fields
  • How to set up White-Label options
  • Adding team members

Have questions?

Book a personal onboarding session: http://taxdome.com/45 

Book a quick-assist Zoom call: http://taxdome.com/15 

Take the TaxDome Academy course ‘How to get started with TaxDome’ to learn at your own pace and customize the system to your needs in the process: https://academy.taxdome.com/course/how-to-get-started-with-taxdome/lesson/account-essentials   

Prefer written walkthroughs to get started?

Getting set up in TaxDome is a step-by-step process that requires patience, but we promise, it will pay off. This training covers the basics of TaxDome and how to get your TaxDome account up and running.

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

In this webinar you’ll learn:

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