Apr 3 2023 / TaxDome Updates

TaxDome Academy’s Tax Prep Course Offers Essential Tools for a Stress-Free Tax Season

TaxDome Academy’s Tax Prep Course Offers Essential Tools for a Stress-Free Tax Season
Natalie Zorba

Natalie Zorba

2 Min

TaxDome Academy has broadened its portfolio with a brand-new online course for tax preparers. This online training is tailor-made to help tax professionals optimize their TaxDome workflow to tackle any challenge, especially during the busiest time of the year.

Taking into account real-life scenarios of clients who offer tax preparation services, this course provides you with the knowledge and tools to automate the admin tasks that take up so much of your time.

Whether you’re an experienced TaxDome user or a newcomer, this course offers valuable insights. Experienced users can gain deeper knowledge of how to tweak workflow builder settings, while beginners can easily master the essential tools for hassle-free tax preparation.

What you’ll learn:

Three engaging lessons filled with videos and illustrations will take you through set-up, automation and personalization features. You’ll also receive a simple step-by-step onboarding checklist. It takes only 80 minutes to complete the course, and you can enjoy the flexibility of studying at your own pace. 

After this course, you’ll have gained the following knowledge:

  • How to set up TaxDome for tax-prep-related tasks: add tags to accelerate your workflow, import client data efficiently and configure custom fields to store various client information, including their business name or EIN
  • How to automate manual processes: assign repeating tasks to send engagement letters or reminders, onboard team members to delegate admin tasks, set up invoicing, payments and automatic e-signatures  
  • How to communicate with your tax clients effectively: send personalized emails, integrate your scheduling app to set appointments and edit PDF documents right inside TaxDome to save both your and your clients’ valuable time during tax seasons 

Successfully completing all the lessons and passing the final quiz will earn you a certificate that sends you on your way to becoming a TaxDome Academy certified advisor

For additional support, use our Help Center guide.

What’s next:

While this online course provides everything you need to organize your tax preparation processes with TaxDome, feel free to delve deeper into the platform’s capabilities by checking out other Tax Academy courses on team collaboration, invoicing and workflow automation, among others. These courses offer a more comprehensive understanding of the features and how they can best serve you and your clients.

Natalie Zorba

Natalie Zorba

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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