Certification levels
There are three main levels:
Level 1 — TaxDome Advisor Certification: Complete the product knowledge quiz.
Level 2 — TaxDome Advisor Certification: Bookkeeping, Payroll, Tax Preparer: Obtain the Level 1 TaxDome Advisor Certification + complete at least one industry-related quiz.
Level 3 — Certified Consultant: Obtain all Level 2 certifications + complete the quiz for consultants.
You’ll receive certificates for Levels 1 and 2 of the Advisor Certification, along with an email badge for completing Level 3 for Certified Consultants. Embed these on your website, LinkedIn page, or any other social media to showcase your achievement to clients and peers.
Here are the details about each level.
Level 1: TaxDome Advisor Certification
Pass the quiz for advisors. Achieving this certification will benefit you as a professional by validating your expertise and enhancing your credibility.
To prepare for passing the quiz, consider finishing all the core TaxDome Academy courses. These courses will help you master TaxDome’s foundational features and workflows, equipping you and your team with the skills to effectively use TaxDome in your practice.
The quiz required for the certification:
The courses recommended to complete:
- Quick setup set of courses
- Document exchange set of courses
- Workflow automation set of courses
- Client communication set of courses
- Invoicing set of courses
- Collect client info easily with organizers course
- Manage your team and enhance collaboration course
Level 2: TaxDome Advisor Certification: Bookkeeping, Payroll, Tax Preparer
Obtain the Level 1 TaxDome Advisor Certification + complete at least one industry-related quiz: Bookkeeping, Payroll or Tax Preparer. This certification level will help you use TaxDome’s automation capabilities and streamline your business processes.
The area-specific quizzes required for the certification (Every Friday, Level 2 quizzes are unlocked for candidates who have successfully completed Level 1):
The courses recommended to complete:
- Bookkeeping in TaxDome course
- Tax preparation in TaxDome course
- Payroll in TaxDome course
Level 3: Certified Consultant
Pass the special quiz for consultants. This certification level will be useful for experienced TaxDome users willing to earn extra for their expertise. Help your peers grow by implementing TaxDome and improving how they run their practice.
Required for certification:
- Take the How to Sell TaxDome and Your Services course
- Pass the quiz for consultants