TaxDome webinars
Explore TaxDome’s educational webinar series, held every working day, where we delve into specific topics and provide practical insights. Watch to enrich your understanding of TaxDome.
| Title | Description | Link |
|---|---|---|
| Explore how to get started in TaxDome | Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal. Follow along with us and discover how to:
| Watch |
| Leverage workflow automation in TaxDome | Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks | Watch |
| Get paid: engagement letters, proposals, invoices | Explore how TaxDome’s billing functionalities make it easy both for your clients to pay bills and for you to get paid, automatically and on time | Watch |
| Master document management | Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to organize and manage documents seamlessly | Watch |
| Manage your team efficiently | Use TaxDome to foster collaboration, efficiently manage your team, and keep them focused and productive at all times | Watch |
| Onboard new employees quickly | Onboard new employees faster with our webinar on efficient client, document and workflow management | Watch |
| Streamline client communication | Maximize client communication efficiency with TaxDome’s suite of tools, including emails, secure messages, firm announcements, client tasks and automation | Watch |
| Introduce TaxDome to your clients | Get expert tips on how to automate client sign-up steps, personalize your firm portal and ensure a positive client experience | Watch |
| Get docs signed quickly using e-signatures | Discover how to master the e-signature process, from requesting and canceling e-signatures to advanced authentication, templates, multiple signers, and more. | Watch |
| Create forms your clients will actually complete | Discover how to automate data and document collection from clients and improve their experience with TaxDome’s customizable forms | Watch |
| Unlock data-driven insights with AI-powered reporting | Boost operational efficiency and drive strategic decision-making with TaxDome’s AI-powered reporting. Explore how to:
| Watch |
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