TaxDome Webinars

Explore TaxDome's educational webinar series, held every working day, where we delve into specific topics and provide practical insights. These webinars offer valuable content and include live Q&A sessions to address your questions. Register to attend and enrich your understanding of TaxDome.

Covered here:

TaxDome 101: the implementation guide for getting started

Date and Time: Mondays at 1 pm EST. Register here.

Get started with TaxDome in 45 minutes. Find out how to import your clients, create document folder structures and invite clients to the portal. During this webinar, we’ll cover:

  • How to import your client accounts into the system, and add tags to them — for easy categorization
  • How to create folder structures inside client accounts to streamline document storage
  • How to perform bulk actions with client accounts

Workflow: how to leverage automation to manage internal processes

Date and Time: Tuesdays at 1 p.m. EST. Register here.

Automation is the key to efficiency, and TaxDome's workflow capabilities are here to make your practice run like clockwork. In under 60 minutes, you’ll discover how our workflow features help put 80% of your admin work on auto-pilot — so you can focus on high-impact tasks. The webinar will explore in greater detail:

  • How to configure pipelines (i.e. automated workflows) and monitor work progress 
  • How to give team members access to pipelines
  • How to automate tasks — such as sending out emails and reminders to clients — using pipelines

Client communication: emails, chats, firm announcements and more

Date and Time: Tuesdays at 3 p.m. EST. Register here.

Over the next 60 minutes we will tell you everything you need to know about client communication in TaxDome. You will maximize client communication efficiency with TaxDome's suite of tools: emails, secure messages, firm announcements, client tasks and automations — all within one hour. After this webinar, you’ll have a central communication hub in TaxDome which lets you:

  • Use an organized email inbox to handle all client requests
  • Rely on our secure message system (called chats) to ask for documents and create client tasks
  • Try out firm announcements to save you the trouble of bulk-sending emails/messages to notify your clients about firm changes

Getting paid: proposals, engagement letters and billing

Date and Time: Wednesdays at 1 pm EST. Register here.

In this informative webinar, we'll guide you through the steps to ensure that your practice gets paid efficiently and securely. Streamline invoicing your clients, connect payment providers to TaxDome and sync the platform with QuickBooks — in 45 minutes. In the webinar, we’ll cover how to:

  • Create one-off and recurring invoices
  • Help your team track their billable hours
  • Create and send proposals and engagement letters
  • Connect your firm to payment providers: Stripe and CPACharge
  • Sync TaxDome with QuickBooks

Team training on core functions: use TaxDome like a pro from day one

Date and Time: Wednesdays at 3 p.m. EST. Register here.

This webinar will guide new team members (or firm employees) to leverage TaxDome’s features. You will be able to onboard employees faster with our webinar on efficient client, document and workflow management — under 70 minutes. After watching this webinar you and your team will know:

  • How to find info about any client in a couple of clicks
  • How to quickly upload, edit and send documents for approval/signature — inside TaxDome
  • How to reach out to your clients and team members quickly and securely via email and secure messages
  • How to use key workflow features (tasks, job mentions and time entries) to do more high-impact work in less time

Documents: secure storage, e-signatures, approvals, notifications and more

Date and Time: Thursdays at 1 p.m. EST. Register here.

This comprehensive webinar delves into all aspects of document management within TaxDome. You'll learn how to request files from clients, how to upload documents to the platform, and what you can do with them — in under 45 minutes. During our in-depth webinar on documents, we’ll tell you about:

  • How you and your clients can upload files to TaxDome
  • How to send documents from third-party tax programs to TaxDome
  • How to request documents from clients and third parties

Client onboarding: introducing TaxDome to your clients

Date and Time: Thursdays at 3 p.m. EST. Register here.

In this webinar we focus on client experience — and how TaxDome helps you create a delightful one. Find out how the client webportal works, how to onboard new clients, and why a client mobile app makes life easier for all parties. After watching the webinar you will know how:

  • The client web portal works: which sections exist, which quick actions clients can perform and how your clients can sign up
  • The client mobile app makes client interaction a breeze
  • To onboard new clients and enable self-service signup
  • To configure client-related settings from your side
  • To automate your processes the moment a new client joins the portal

Team management: access rights, notifications and internal communication

Date and Time: Fridays at 1 p.m. EST. Register here.

In this insightful webinar, you'll discover how to effectively manage your team within TaxDome, ensuring seamless collaboration and efficient client handling. You will discover how to manage access rights, assign clients and tasks to team members, and streamline your firm’s communication — in under 45 minutes. In this webinar, we’ll run through:

  • Granting access rights to team members
  • Assigning clients and tasks
  • Using mentions for team collaboration
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