We recently updated our proposal platform to include an introduction and pricing plans, resulting in a more organized layout. This update helps accountants set clear expectations for clients. It is also a vital part of the onboarding process.
The event yet again was a success, with 2,781 attendees who wanted to hear all about the industry updates and market changes.
For the UK market, we are working on the Companies House, and we were excited to showcase our current templates and layout, offering a glimpse of what’s to come.
Since our software is built on a foundation of client feedback and experience, this event was the best opportunity to meet accountants and hear their feedback. We use that feedback to ensure that our software can accommodate our clients’ processes.
With 100 software vendors exhibiting and 8 CPD (Continuing Professional Development) points on offer, the event was jam-packed with attendees. What the TaxDome team enjoyed the most was meeting clients whom we’ve been able to help.
Our client pictured below came to see us, sharing his positive experience with TaxDome and describing how it helped him revolutionize his practice. We don’t just see ourselves as a software company; we consider ourselves as your colleagues and companions who are here to collaborate and assist each other in achieving greater success.
What assistance can we provide?
We understand that moving to a new practice management software or just starting to use one from scratch can be daunting, with all the admin work and the transferring of files.
That’s why at TaxDome, we offer free and unlimited support to you and your team during the lifetime of your account (also during your free trial). During this time, you’ll have access to all our support channels: video tutorials, checklists and much more.
During onboarding, a member of our support team will hop on a call and assist you with importing contacts or pipeline customization. These tailored sessions will help you personalize your account and get the most out of TaxDome. This is also a perfect opportunity to ask questions and learn some tips for getting started with us.
In addition, we offer:
- Product webinars, where we share expert tips for automating workflows in accounting, tax preparation, bookkeeping and more
- TaxDome services dedicated to helping you with client import, portal white-labeling, connecting you with expert consultants and more
- Help Center with detailed articles on every aspect of using TaxDome
- TaxDome Academy with thought-out courses on learning the basics and expanding your knowledge of the platform
- YouTube tutorials with detailed overviews of the features and processes in TaxDome
If you have a large team, the TaxDome Academy will be a great way to build everyone’s confidence in the platform with online courses that include interactive quizzes. Each module focuses on distinct topics and can help you learn best practices for getting the most out of TaxDome.
As a firm owner or director, you can also assess your team’s understanding of the platform by reviewing their performance and results.
We can also fully customize an onboarding plan to meet your firm’s specific requirements and needs — you can reach out to us at firstname.lastname@example.org if you have any queries about the onboarding process or setting up your profile.
Using these resources together and following the onboarding checklist, you can rest assured that you’re going to get the support you need when starting your TaxDome account.
What onboarding tips do we recommend?
During your trial, we recommend setting yourself up as a test client. This way, you’ll see how different elements and automations appear from the client’s perspective. This also enables you to confirm whether you have set up your workflow efficiently, ensuring that automations are being triggered when expected.
We also recommend that you go to our template library and copy over some pipeline templates to help get you started on your automations. This will give you a great starting point for working on your own customizable processes and who knows, you may even get some inspiration from our listed templates!
To learn more about the platform and TaxDome, you can schedule a 1-on-1 demonstration.
Get started today!
Support is free and unlimited so you will never be alone in your TaxDome journey. With multiple channels of support available for you and your team, you’ll have the helping hand you need to get started.
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