This guide will lead you through the best way to set up your TaxDome account within 2 hours if you want to take full advantage of our main features.

First of all, download the checklist below: 

After that:

• Carefully review each of the onboarding steps
• Complete the required action on your portal
• Track your progress by checking it in the list

In this course, we will discuss how to:

• Get started with TaxDome workflow
• Set up your CRM
• Use client communication tools
• Invite your team