Set up your TaxDome account and CRM, and get a hands-on demo of key tools for managing clients during tax season.

Import client data into TaxDome and set up communication workflows to keep everything organized for tax season.

Set up automated workflows that handle routine tasks, like client onboarding and document requests, to save time for more important work and your clients

Set up advanced workflows with features like conditions and recurring tasks to handle complex client needs, and learn how to budget your time effectively for daily operations.

Set up billing, time tracking, and reporting systems, and join an extended Q&A to address your specific needs.