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Award-winning practice management trusted by more than 10,000 accounting firms
For everything to be on one platform, it’s huge. It costs us less money too. Having everything centralized in TaxDome helps us, and it helps the client.
Since its launch in the past year, the TaxDome Academy has helped thousands of firms and their employees get the most out of TaxDome tools and boost their productivity. Each course is dedicated to a specific feature and how you can incorporate it into your practice for better results.
Today we are introducing a new course format that focuses on how to grow your practice with TaxDome depending on the specialized services you provide: bookkeeping, payroll, tax preparation. In a joint effort with our sales reps, the TaxDome Education team analyzed key use cases, feedback and FAQs by our clients to develop the new learning format, which will be valuable for both new and existing TaxDome users.
The first-ever comprehensive TaxDome for Bookkeepers course is jam-packed with all the functions you need to launch a successful bookkeeping business or adjust your current TaxDome workflow to drive even more profit.
What you’ll learn
The self-paced course consists of four lessons (60 min. in total) + an exclusive TaxDome for Bookkeepers cheat sheet. The reading and video materials and the complete Help Center guide will introduce you to TaxDome features and settings that are essential to bookkeeping processes:
- How to set up your custom CRM, including booking-specific tags, custom folder structures for different clients and more
- How to automate your bookkeeping workflow, including a killer feature for bookkeepers: custom schedules for auto-recurring projects at desired frequencies – weekly, bi-weekly, monthly, yearly or custom
- How to automate your new client onboarding and streamline client communication, including automated reminders
- Secure document management, including customizable conditional organizers, custom contracts, unlimited storage and e-signatures
By passing the final course quiz, you receive a successful course completion certificate.
What’s next:
Our Education Team is working on more specialized courses for accounting and tax professionals: TaxDome for Tax Prep and TaxDome for Payroll courses are coming soon!
Continue your TaxDome education with more free learning tools and different formats>>
As a Client Education Manager, Natalia with the Education Team creates and takes care of TaxDome Academy. New lessons and courses are on their every day plate. She and the Education Team are passionate about making things and knowledge easier and clients onboarding smooth and fast.
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