TaxDome bootcamp
Boost your practice with TaxDome live bootcamps! Learn hands-on, streamline workflows, and get expert guidance in real-time. Can’t attend? Access recordings and resources anytime!
TaxDome bootcamps, explained
TaxDome live bootcamps are intensive online training sessions that allow you to:
- Get set up quickly and practice hands-on with the platform.
- Learn tips and tricks from successful practitioners, CPA and TaxDome experts.
- Boost your firm’s efficiency and streamline your operations.
Bootcamps are an excellent opportunity to learn live, but even if you can’t attend live sessions, don’t worry — you can still access all recordings and valuable handouts.
Upcoming bootcamps
You can check the actual bootcamp events on the Bootcamp website page. You need to sign up there to attend the workshops. Following the sessions, you'll receive recordings, handouts and Q&As.
If you sign up after the bootcamp, you’ll still get all recordings.
Recent bootcamps
Essentials
These bootcamps are for you if you are just taking your first steps with TaxDome and want our experts to walk you through the setup process. You can watch the recordings and take the certification quiz:
| Title | Description |
| First steps with TaxDome | Familiarize yourself with what TaxDome has to offer, learn how the CRM works and take your first steps towards migrating your clients effortlessly into TaxDome ahead of the tax season |
| Importing your clients | After this session, you will have all your client information uploaded and organized in one place, ready for efficient communication throughout the tax season |
| Customizing workflows | Set up workflows that automate routine tasks, giving you more time to work and providing a smoother experience for your clients |
| Testing workflows and advanced features | Gain a deeper understanding of how to create more complex workflows that reduce errors and keep your day-to-day tasks under control, making it easier to handle the busy tax season |
| Billing, reports, and Q&A | Set up a solid billing and reporting process, allowing you to track your work and stay on top of your finances during tax season |
Advanced
This bootcamp is for you if you already have a solid understanding of TaxDome and are ready to discover how to automate and manage complex workflows, boost team collaboration and harness AI-powered reporting.
| Title | Description |
| Mastering pipelines and automation | Automate and manage complex workflows for more efficient task management |
| Empowering teams with TaxDome | Boost productivity and profitability with expert tips on effective team management and leveraging AI-powered reporting |
| Best practices, updates, and Q&A | Discover best practices for maximizing TaxDome, explore upcoming features, and get your questions answered live |