Lesson 1 of 3

Course intro

As a firm owner, in this course, you will explore how to gloss up your new superhero — TaxDome Firm. You will also learn what you and your team members should do to customize your TaxDome accounts. To set up the steering wheel to your automated practice with TaxDome, you will learn:

  • Basic firm and personal settings you need to move on
  • Where to find your TaxDome portal
  • What do you need to do to keep your portal safe
  • And stuff like that…

Your learning path is divided into two detailed steps:

  • Step 1: Set up your TaxDome firm (as the firm owner)
  • Step 2: Set up your account (for all team members)

Keep in mind you or your team members can skip the first step (including the quiz) if you only need the second step for now.

Each course contains hands-on videos. You can watch them in fullscreen mode by clicking the respective button next to the Vimeo logo

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