Your First Week With TaxDome

pro

This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

Hi and welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. We show you the basics so you can get started right away.

1. Get Free TaxDome Academy Courses

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

Courses in the Academy consist of three 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. Learn more about Academy in the article

2. In-Depth Product Webinars

We offer free product webinars to help you get started on TaxDome faster—and use it to its fullest potential. While our demo showcases the basics, the webinars are in-depth training sessions that cover these topics:

  • Data import and the difference between accounts and contacts 
  • Tools to communicate with clients
  • Exchanging documents with clients
  • How to customize each business process: tax, bookkeeping, audit, etc. Bulk actions and automation tools
  • Invoicing, time tracking, Stripe, QuickBooks Online, CPACharge integrations

You can watch webinar recordings on our TaxDome Product Webinars page.

3. Importing Client Accounts

TaxDome helps manage your clients by having all the info you need about them easily available. You’ll see Accounts and Contacts on TaxDome. Accounts are your main clients, whether a business or an individual. Contacts are all the individuals you interact with during the course of business. Еach account on TaxDome has a corresponding contact or sometimes several, depending on how many people use the account.

To transfer your accounts to TaxDome:

1.  Create tags. It’s a good idea to start by categorizing your clients. Think: What do these clients have in common? Then create a tag for each group. You can immediately start applying tags during an import. They can be used to filter a list (Bookkeeping, Return, Monthly, Quarterly, etc.). And you may even want to use them for Accounts and Tasks lists. For more details on creating tags, go here.

2. Create/edit default folder template. All documents for each client are stored in the Docs section of their profile. If you use a custom folder structure for your clients’ documents, it’s a good idea to start setting that up on TaxDome before you import your clients. For more details on folder templates, go here.

3.  Prepare your Client List for Import. If you have different kinds of clients, use different CSV files to group them. For example, All Sales Tax clients, All Bookkeeping clients, and so on. Then, follow the import wizard, described here

4. Add client portal access to the accounts. Invite your clients to use their client portal, so they can share important documents with you, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions, and complete tax organizers—all in one spot. 

For more details on adding client portal access to accounts, go here.

For templates on how to introduce TaxDome to your clients, go here.

For our tips on how to automate client onboarding, go here.

4. Migrating Files Over to TaxDome

With TaxDome, you’ll have unlimited cloud-based storage space. You can  import client documents to specific client's folders by using one of these methods:

  • Drag-and-drop your files and folders into your TaxDome folders. For more details on uploading documents, go here.
  • Use TaxDome Drive, then drag-and-drop to TaxDome from your file manager. For more details on setting up a TaxDome drive on your desktop, go here.
  • Use the Bulk Upload feature on the TaxDome Desktop app. For more details on bulk uploading, see our guides for Windows and Mac.

5. Setting Up Templates

TaxDome is all about automation. So the first thing you can do to automate routine processes is to create templates. Templates will save you loads of time when you create tasks for your team, send organizers, contracts, invoices, messages, or emails to your clients. And the best thing about creating templates is that you can use them as automations in your pipelines, too. 

Find out more about TaxDome templates here.

6. Creating Your Workflow Processes in TaxDome

The TaxDome workflow system consists of Pipelines, Stages, Jobs, and Tasks

Pipelines are at the top level of the workflow hierarchy. Each pipeline is a work process for a specific service. For example, you might want a 1040 Return pipeline, a W-2 pipeline, and a Payroll pipeline, each containing its own set of procedures. The overall function of a pipeline is to help you easily track the progress of jobs that are alike while allowing them to smoothly flow toward completion. 

Jobs are the individual projects a client pays you to do, such as a 2020 tax return or a January payroll. Once you have a job for a client, you add it to the specific pipeline designed for it, then the job moves along through the pipeline’s various stages until it is done. 

How it works:

1. Create a pipeline template or grab a ready-made one from our library! Learn more about using the pipeline templates in our library here.

2.  Create templates for your automations. Find out more about templates here.

3. Add the automations to the different stages of the pipeline. Automations can be set up to be triggered as a job enters a new stage of a pipeline. Automations are what they sound like: They automate a procedure so that it can get done on its own. With our automations, you can send a hello message to a client as a job enters the pipeline or create tasks for team members once a job goes into a certain stage, for example. For more details on how to set up automations, go here.

4. Once the pipeline template is completed, you can begin adding jobs to it. For more details on how to set up and manage jobs, go here.

Once you’re ready for a practice run, visit our   Jump In: Your First Pipeline With Automations Tutorial page , where we walk you through creating a pipeline with templates and automations and adding a job to it.

7. Setting Up Job Schedules and Recurring Tasks

Using the calendar allows you to put jobs on repeat, so that they’re automatically created in a pipeline when needed. You can also use it to schedule tasks to be created for yourself and your team members.

How it works:

  • Set up a pipeline schedule. For example, you may want a job to recur daily, weekly, biweekly, monthly, quarterly, or annually. For more details, click here
  • Create recurring tasks for yourself or your team. You may need to make a phone call to a client once a week, check the mail every three days, or prepare certain tax forms annually, for instance. For more details, click here.

8. Setting Up Integrations

TaxDome helps you streamline the end-to-end flow of your entire accounting process. If you like using web tools, you can link TaxDome to your other accounts.

  • Email: TaxDome gives you a shared inbox for each client, which keeps things organized. To use this feature, you’ll need to sync your email account with TaxDome. Read our how-to here.
  • Zapier: Connect to Zapier to synchronize TaxDome contacts with your favorite applications (such as Google Sheets, Mailchimp, or any of the 2,000 apps that Zapier supports), so that your data stays relevant and you can avoid multiple entries of the same thing. Follow our step-by-step instructions on how to connect to Zapier.
  • Stripe, CPACharge: Connect to a secure credit card processing service of your choice to accept credit card payments on your TaxDome account. For more details on how to set up your preferred service, go here
  • QuickBooks Online: Sync your TaxDome account with QuickBooks to see all invoices and payments made through TaxDome in your QuickBooks account. Read more about how to ensure a seamless sync with QuickBooks here.

9. Team Walk-Through

If you work with a team, add everyone to TaxDome. Once you do, you’ll be able to assign tasks, give access to accounts, explore revenue metrics, and more. 

1.  Add team members. Team members are easily added to your TaxDome account, either on a monthly or yearly subscription basis. Then you decide which clients they’ll work with and what access rights they’ll need to have. For more details about adding team members, go here.

2. Select access rights for team members. Depending on their responsibilities, team members are given different access rights on TaxDome. For example, you may not want temp person to have access to the firm’s invoice history. For more details on giving access rights to team members, go here.

3. Predetermine client assigneesOnce a team member is given account access, they can view and edit a client’s info, upload documents, create invoices, send messages, create notes, or view linked contacts. They’ll also receive notifications about any client activity on the account. Team members can also follow accounts—they receive notifications about activity in the account even if they’re not assigned to it. For more details about account access, go here.

10. One-on-One Onboarding

Support is free and included with TaxDome. If you’ve attended the live demo and our in-depth webinars but still have questions, take advantage of our  free one-on-one onboarding session (choose the 15- or 45-minute one). We walk you through the process of setting up your firm on TaxDome and answer all your questions. During the demo and product webinars, we shared our screen with you to show you our feature overview; during the onboarding session, you share yours with us as we guide you through the steps and make sure you’re ready to take your practice to the next level.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

Hi and welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. We show you the basics so you can get started right away.

1. Get Free TaxDome Academy Courses

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

Courses in the Academy consist of three 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. Learn more about Academy in the article

2. In-Depth Product Webinars

Support is free and included with TaxDome. We offer free product webinars to help you get started on TaxDome faster—and use it to its fullest potential. While our demo showcases the basics, the webinars are in-depth training sessions that cover these topics:

  • Data import and the difference between accounts and contacts 
  • Tools to communicate with clients
  • Exchanging documents with clients
  • How to customize each business process: tax, bookkeeping, audit, etc. Bulk actions and automation tools
  • Invoicing, time tracking, Stripe, QuickBooks Online, CPACharge integrations

You can watch webinar recordings on our TaxDome Product Webinars page.

3. Importing Client Accounts

TaxDome helps manage your clients by having all the info you need about them easily available. You’ll see Accounts and Contacts on TaxDome. Accounts are your main clients, whether a business or an individual. Contacts are all the individuals you interact with during the course of business. Еach account on TaxDome has a corresponding contact or sometimes several, depending on how many people use the account.

To transfer your accounts to TaxDome:

1.  Create tags. It’s a good idea to start by categorizing your clients. Think: What do these clients have in common? Then create a tag for each group. You can immediately start applying tags during an import. They can be used to filter a list (Bookkeeping, Return, Monthly, Quarterly, etc.). And you may even want to use them for Accounts and Tasks lists. For more details on creating tags, go here.

2. Create/edit default folder template. All documents for each client are stored in the Docs section of their profile. If you use a custom folder structure for your clients’ documents, it’s a good idea to start setting that up on TaxDome before you import your clients. For more details on folder templates, go here.

3.  Prepare your Client List for Import. If you have different kinds of clients, use different CSV files to group them. For example, All Sales Tax clients, All Bookkeeping clients, and so on. Then, follow the import wizard, described here

4. Add client portal access to the accounts. Invite your clients to use their client portal, so they can share important documents with you, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions, and complete tax organizers—all in one spot. 

For more details on adding client portal access to accounts, go here.

For templates on how to introduce TaxDome to your clients, go here.

For our tips on how to automate client onboarding, go here.

4. Migrating Files Over to TaxDome

With TaxDome, you’ll have unlimited cloud-based storage space. You can  import client documents to specific folders by using one of these methods:

  • Drag-and-drop your files and folders into your TaxDome folders. For more details on uploading documents, go here.
  • Use TaxDome Drive, then drag-and-drop to TaxDome from your file manager. For more details on setting up a TaxDome drive on your desktop, go here.
  • Use the Bulk Upload feature on the TaxDome Desktop app. For more details on bulk uploading, see our guides for Windows and Mac.

5. Setting Up Templates

TaxDome is all about automation. So the first thing you can do to automate routine processes is to create templates. Templates will save you loads of time when you create tasks for your team, send organizers, contracts, invoices, messages, or emails to your clients. And the best thing about creating templates is that you can use them as automations in your pipelines, too. 

Find out more about TaxDome templates here.

6. One-on-One Onboarding

Support is free and included with TaxDome. If you’ve attended the live demo and our in-depth webinars but still have questions, take advantage of our  free one-on-one onboarding session (choose the 15- or 45-minute one). We walk you through the process of setting up your firm on TaxDome and answer all your questions. During the demo and product webinars, we shared our screen with you to show you our feature overview; during the onboarding session, you share yours with us as we guide you through the steps and make sure you’re ready to take your practice to the next level.

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