What Is TaxDome Academy?
TaxDome Academy is a free learning hub that provides you with the tools to create your ideal workflow and improve your productivity.
What you’ll learn here:
How TaxDome Academy Can Help You
TaxDome Academy is a digital space designed to help you speed up your learning curve with TaxDome. While it teaches you about each feature at your own pace, you’ll also learn how to customize Taxdome to best suit the unique needs of your practice. The goal of the Academy is to provide you with a curriculum that gives you a total command of TaxDome so that you can achieve the ultimate and smoothest workflow.
Courses at TaxDome Academy consist of lessons with graphics, videos, and fun quizzes to test how much you’ve retained. Once you ace a test—we know you will!—you receive a course-completion certificate. Yay, you!
Ideal for new users, the first course, How to Get Started With TaxDome, helps you through the onboarding process and shows you the basics.
You’ll learn:
- How to set up your custom CRM
- How to manage accounts and documents on TaxDome
- How to communicate with your clients
The second course, How to Use Organizers, is great for new as well as current users.
You’ll learn:
- How to create and customize organizers
- How to send organizers and simplify information collection
- How to automate organizers and integrate them into your pipelines
The third course, How to Streamline Exchanging Documents, helps you work efficiently with documents.
You'll learn:
- How to upload documents to TaxDome
- How to request documents from clients
- How to work with documents uploaded to TaxDome
The fourth course, How to Automate Your Workflow, describes everything about workflow automation.
You'll learn:
- How to create and set Pipelines up
- How to work with Jobs
- How to work with Tasks
- How to automate everything with Pipelines
The fifth course, Effective Team Management and Collaboration in TaxDome, helps you manage your team and construct effective team communication.
You'll learn:
- Basics of team management
- How o manage your team inside Workflow
- How to construct team communication
The sixth course, TaxDome Invoicing Guide, provides the basics of invoicing on TaxDome.
You'll learn:
- How to connect Stripe, CPACharge and QuickBooks
- How to add your services
- How to set your tax rate.
Coming soon! A catalog of new courses offered that will be regularly updated.
How to Sign In to TaxDome Academy?
To sign in to TaxDome Academy, follow these steps:
1. You can find our Academy in three ways:
- Open the TaxDome Academy login page (you can always get to it from your TaxDome portal by clicking the TaxDome Academy link).
- Open the TaxDome home page, scroll down to the site footer and click the TaxDome Academy link in the Company footer:
- On the TaxDome site navigate to the TaxDome Education page and click the TaxDome Academy badge:
2. Enter your TaxDome login and password in the corresponding fields, then click Start:
3. Select the course you want to take and start learning!
