Academy Certification
Get TaxDome Academy Certification to validate your skills, keep up-to-date with new features, and maximize the value you and your clients get out of TaxDome.
Covered here:
- Why you should become a TaxDome Certified Advisor or Consultant
- Certification levels
- How to share your Advisor Certificate on social media
- How to add your Consultants badge to your website or social media
- FAQ
Why you should become a TaxDome Certified Advisor or Consultant
Obtaining the TaxDome certification means that you've gained the expertise needed to maximize the cost-efficiency of using TaxDome in your practice. Firms using TaxDome save an average of $18,600 per employee per year.
Show off your TaxDome Advisor Certification! Share your certificate on LinkedIn, Facebook, or X and let your network see your expertise in action.
Moreover, if you decide to get certified as a Consultant, you can validate your expertise and be listed as a certified Consultant in the TaxDome consultant directory, boosting your outreach and attracting new leads.
Certification levels
There are three main levels:
- Level 1 — TaxDome Advisor Certification: Complete the product knowledge quiz.
- Level 2 — TaxDome Advisor Certification: Bookkeeping, Payroll, Tax Preparer: Obtain the Level 1 TaxDome Advisor Certification + complete at least one industry-related quiz.
- Level 3 — Certified Consultant: Obtain all Level 2 certifications + complete the quiz for consultants.
You’ll receive certificates for Levels 1 and 2 of the Advisor Certification, along with an email badge for completing Level 3 for Certified Consultants. Embed these on your website, LinkedIn page, or any other social media to showcase your achievement to clients and peers.
Level 1: TaxDome Advisor Certification
Pass the quiz for advisors. Achieving this certification will benefit you as a professional by validating your expertise and enhancing your credibility.
To prepare for passing the quiz, consider finishing all the core TaxDome Academy courses. These courses will help you master TaxDome’s foundational features and workflows, equipping you and your team with the skills to effectively use TaxDome in your practice.
The courses recommended to complete:
- Quick setup set of courses
- Document exchange set of courses
- Workflow automation set of courses
- Client communication set of courses
- Invoicing set of courses
- Collect client info easily with organizers course
- Manage your team and enhance collaboration course
The quiz required for the certification:
Level 2: TaxDome Certified Advisor: Bookkeeping, Payroll, Tax Preparer
Obtain the Level 1 TaxDome Advisor Certification + complete at least one industry-related quiz: Bookkeeping, Payroll or Tax Preparer. This certification level will help you use TaxDome’s automation capabilities and streamline your business processes.
Note! Every Friday, Level 2 quizzes are unlocked for candidates who have successfully completed Level 1.
The area-specific courses recommended to complete before passing one of the Level 2 quizzes:
- Bookkeeping in TaxDome course
- Tax preparation in TaxDome course
- Payroll in TaxDome course
The area-specific quizzes required for the certification (choose at least one based on your specialty):
- Level 2: TaxDome Advisor Certification - Bookkeeping
- Level 2: TaxDome Advisor Certification - Tax Preparer
- Level 2: TaxDome Advisor Certification - Payroll
Level 3: Certified Consultant
Pass the special quiz for consultants. This certification level will be useful for experienced TaxDome users willing to earn extra for their expertise. Help your peers grow by implementing TaxDome and improving how they run their practice.
If you want to learn the best practices for becoming a TaxDome Consultant, we also suggest you take the How to Sell TaxDome and Your Services course. It is not required for certification, but it will help you achieve those goals.
The quiz required for the certification:
How to share your Advisor Certificate on social media
To let your network see your expertise in action, follow these steps:
1. Go to the My certificates page under your profile in TaxDome Academy.
2. Click on any certificate to view it, then select a social media for sharing or download it as an image/PDF.
How to add your Consultants badge to your website or social media
Website
Display your Consultant badge on your homepage, in your marketing materials, or wherever you'd like:
- Copy the badge code from the course.
- Go to your website's content management system (CMS) or editor where you want to insert the badge.
- Find the place on the page where you want to add the badge.
- Insert an HTML image tag using the badge link you copied. The tag should look something like this:
<img src="PASTE_THE_BADGE_LINK_HERE" alt="TaxDome Academy Badge">
- Preview your website to ensure the badge is displaying correctly. Make any necessary adjustments to the size and placement of the badge.
- Once you're satisfied with the placement and appearance of the badge, save or publish the changes to your website.
- Your TaxDome Academy badge is now proudly displayed on your website, showcasing your certification to visitors.
If you don't have access to your website source code, ask technical support to help or contact the creator of your website.
Social media
Display your Consultant badge on your social media profiles. Let's make an example of how to add a badge to your LinkedIn page:
- Go to your LinkedIn profile.
- Click a plus icon inside the Licenses & certifications section.
- Fill out the fields with your name, issuing organization (TaxDome), issue date and expiration date (one year).
- Leave the Credential ID field empty.
- Insert a link to TaxDome into the Credential URL field.
- Click Save.
That's it! Share it with your connections to keep them updated on your achievements.
FAQ
Here we've gathered frequently asked questions and answers:
Is certification free?
Yes, and we plan to keep it that way.
Why do I need certification? What’s in it for me?
The certificate allows you to validate your TaxDome expertise. In addition, as a TaxDome Consultant, you can get paid for consulting your peers.
For how long is the Advisor certificate valid?
Advisor certificate validity period is not limited.
For how long is the Consultants badge valid?
It is valid for one year. After that, you should refresh your expertise by completing a quiz. Our new and updated courses will help you to pass it successfully. Stay tuned for announcements on annual renewals of certifications.
Is it mandatory to renew my Consultant certification? Will my badge still be valid if I don’t renew it?
It is up to you to get Consultant certification again, as the badge is only valid for one year. You should renew annually. Subscribe to our Facebook community to follow the news on this.