TaxDome bootcamp
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 that will streamline your practice
- Get real-time assistance from TaxDome experts
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.
Our bootcamps:
TaxDome essentials bootcamp
When: July 29–August 2, 1 pm ET
For whom: This bootcamp is for you if you are just taking your first steps with TaxDome and want our experts to walk you through the setup process.
Sign up here to attend the workshops. Following the sessions, you'll receive recorded videos, handouts and Q&As
If you sign up after the bootcamp, you’ll still get all recordings. However, if you have the opportunity, we highly recommend you attend live – you’ll get all your questions answered by our top experts.
| Title | Date | Description |
| First steps with TaxDome | Monday, July 29, 2024, 1 pm ET | Set up and customize your CRM for efficient client management |
| Importing your clients | Tuesday, July 30, 2024, 1 pm ET | Seamlessly import your clients to TaxDome and streamline client interactions |
| Customizing workflows | Wednesday, July 31, 2024, 1 pm ET | Boost efficiency with automations and customizable templates |
| Testing workflows and setting up payments | Thursday, August 1, 2024, 1 pm ET | Optimize your workflows and simplify payment processes for your firm |
| Session 5: Final steps, best practices, and Q&A | Friday, August 2, 2024, 1 pm ET | Discover best practices for maximizing the power of TaxDome and have your questions answered live |
TaxDome advanced bootcamp
When: September 4-6, 1 pm ET
For whom: This bootcamp is for you if you already have a solid understanding of TaxDome and are ready to explore more advanced capabilities.
Sign up here to attend the advanced expert-led workshops. We’ll also send you helpful resources after the sessions.
If you sign up after the bootcamp, you’ll still get the recordings. However, if you have the opportunity, we highly recommend you attend live – you’ll get all your questions answered by our top experts.
| Title | Date | Description |
| Mastering pipelines and automation | Wednesday, September 4, 2024, 1 pm ET | Learn how to automate and manage complex workflows for more efficient task management |
| Empowering teams with TaxDome | Thursday, September 5, 2024, 1 pm ET | Boost productivity and profitability with expert tips on effective team management and leveraging AI-powered reporting |
| Best practices, updates, and Q&A | Friday, September 6, 2024, 1 pm ET | Discover best practices for maximizing TaxDome, explore upcoming features, and get your questions answered live |