Welcome to the TaxDome Onboarding Series, designed to help you set up and optimize your TaxDome account in just three sessions. By the end of this course, you’ll have a fully functional account, an efficient client management system, and automated workflows that will save you time and enhance productivity.

Here’s what your learning path will look like:

• Getting started: Begin your TaxDome journey with a guided tour of its essential features. Learn how to set up your firm’s portal for maximum efficiency.

• Import clients and set up CRM: Master the process of importing clients and organizing your CRM to improve workflow and client satisfaction.

• Leverage workflow automations: Take your operations to the next level with automated workflows and customizable templates designed to save you time and effort.

This course is designed to walk you through the TaxDome setup step-by-step. However, if you prefer to dive into a specific topic, you can download our handout, which includes links to detailed help articles.