🔧 Assistance: I want to book implementation session

We understand that mastering TaxDome takes time, especially for larger firms. That’s why we offer free screen-sharing sessions to help:

Firms with multiple annual licenses can book a kickoff session during sign-up.
Firms with 5+ annual licenses can book at sign-up or anytime later.
USA and Canada-based firms with 10+ annual licenses must book a kickoff session during registration.

Set up your kickoff session during registration

Note! You cannot book a free kickoff session if you are the only team member.

You can book your kickoff session during the registration process:

Choose language. At the start of your registration process, select the language you prefer for the session. This ensures effective communication during the consultation.
Choose a time zone. During registration, indicate your time zone. This ensures that available session slots align with your local time.
Pick a date. As part of the registration process, browse the calendar for highlighted blue dates, indicating availability.
Select a time slot. On your chosen date, pick a time slot that suits your schedule.
Confirm booking. After selecting your time slot, finalize your booking by clicking the Confirm button.

Done. You can now wait for the kickoff session or start exploring our product on your own.

Note! A free implementation session is available only to firms with 5 or more annual licenses. Find more options in the detailed article.

If you missed scheduling your kickoff session during registration, no worries! You can still set it up after:

1. Log into TaxDome and click Help at the top right, then click Schedule 1:1 training.

You’ll get prompted to select a meeting format:

2. Once you select the meeting format, choose the language, date and time for the call:

3. When you’re done, click Confirm to the right of the selected time and then Schedule event in the pop-up window.

You have completed the necessary steps. You can either wait for the implementation session or begin exploring TaxDome on your own.

To see your scheduled sessions, click Upcoming events link.

Tip! Find out more about Implementation assistance options at TaxDome .

Need to change the time of your session? Follow these steps to easily change your booking:

1. Click the X button located within the Upcoming events section of the calendar or within the dedicated tab in the top-right corner.

2. Go back and click Choose time inside the 45-minute implementation window.

3. Click any highlighted blue date and select an appropriate time slot. Finalize the booking by clicking the Confirm button.

That's it! You have successfully changed the date or time of your booking.

To cancel the scheduled session, click Upcoming events, then click x to the right of the scheduled session.