📚 TaxDome learning resources

We’ve designed TaxDome to be intuitive and easy to navigate so you can pick things up quickly and run your practice smoothly. Plus, whenever you need help learning the platform, we’ve ensured that you can always find the guidance and support you need. 

Here’s a short overview of all the learning resources we offer you.

TaxDome Academy

TaxDome Academy is an online learning tool that simplifies the learning curve while adapting TaxDome's capabilities to your needs. The ultimate goal of the Academy is to provide you with courses on every feature of TaxDome and help you optimize it for your practice.

Courses in the Academy consist of lessons with videos on the topic at hand and quizzes at the end of each lesson. For each course, you get a successful course-completion certificate.

You can always access TaxDome Academy by clicking Help in the top navigation bar.

The TaxDome Help Center

The Help Center is filled with detailed guides to assist you with any question. Access it by navigating to help.taxdome.com or by clicking Help in the top navigation bar, typing a keyword into the search field, and then choosing from the list of related articles.

You can also access the Help Center from the mobile App. Tap the question mark help button in the upper-right corner of the screen, then choose Help center. 

In-depth product webinars and workshops

TaxDome's educational webinar series was designed to delve into specific topics that provide practical insights. They are available on demand. Watch and enrich your understanding of TaxDome. Webinar training sessions cover these topics:

• Getting started
• Import clients and set up CRM
• Leverage workflow automations
• Digitizing your practice
• Building your workflows
• Automate and optimize your workflows
• Get paid: engagement letters, proposals, invoices
• Master document management
• Manage your team efficiently
• Onboard new employees quickly
• Streamline client communication
• Introduce TaxDome to your clients
• Get docs signed quickly using e-signatures
• Create forms your clients will actually complete
• Unlock data-driven insights with AI-powered reporting

Check out the TaxDome Product Webinars page to watch some of our recordings and register for upcoming live training sessions!