TaxDome implementation support options

• Scheduled sessions: Up to 2 × 30-minute sessions per month for guidance, training, or platform optimization
• Seasonal business reviews: 2 per year to help you prepare for key periods like tax season

• Scheduled sessions: Up to 5 × 30-minute sessions per month for strategic discussions, training, or troubleshooting
• Seasonal business reviews: 2 per year, before and after tax season
• Quarterly business reviews: 4 per year to assess goals and performance

• Scheduled sessions: Up to 10 × 30-minute sessions per month for deep-dive discussions, training, or troubleshooting
• Quarterly business reviews: 4 per year for strategic alignment and workflow improvements
• Monthly check-ins: Regular tactical discussions to ensure continued success

Ideal for firms with 5 to 9 team members. Scale with five 1-hour consultations. Set up CRM, import contacts, build workflows, and gain mastery in new time entry and invoice tools.

Ideal for firms with 10+ team members. Optimize firm operations with eight 1-hour consultations. Get expert support on CRM setup, contact import, three workflows, time entries, and invoicing.

Ideal for firms with 5+ licenses. Get fully operational in 3 weeks with a dedicated Onboarding Manager and private Slack channel. Build two automated pipelines, set up workflows and templates, configure invoicing and document management, and start running live client processes.

Upskill your entire team. Build a strong foundation with training tailored to your firm. Equip your team to leverage TaxDome fully in daily tasks, ensuring aligned, efficient workflows and readiness to scale with confidence and consistency.

Do you have a long client list and are unsure how to migrate it to TaxDome from your current CRM? We offer free assistance .

Create a seamless system with expert support: up to 10 Zapier workflows to connect TaxDome and business tools, plus Twilio SMS setup for automated client alerts, notifications, and reminders, all managed by our team.

Remove .taxdome.com from your address by using a standalone web domain. For example, if you own Sampletax.com, your login page can be portal.sampletax.com. We’ll help set up this cost-effective solution .

A professional landing page enhances credibility, but building one can be challenging and costly. Our support team offers a website (landing page) creation service —just share your vision, and we’ll take care of the rest.