TaxDome Webinars & Tutorials
Tune into TaxDome webinars for 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 exchanging 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 the busy season
Learn how not to lose clients to the lack of clear communication.
🟢 Beginner
Improving client intake process with TaxDome’s organizers
Explore TaxDome’s customizable organizers to 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 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, 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
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
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 TaxDome reporting system
Get real-time insights into where your firm’s going, measure team workload, efficiency and revenue.
🟡 Intermediate
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