Session 1: First steps with TaxDome

Kick off your journey with TaxDome by learning how to set up your account, organize your CRM, and efficiently manage your clients as you prepare for the upcoming tax season. This session includes a hands-on demo showing you the key outcomes you’ll achieve during the bootcamp, along with a live sheet formatting session to help you get organized.

Take the certification quiz here: https://academy.taxdome.com/folder/bootcamp-essential-workshops

Client import sheet template: https://docs.google.com/spreadsheets/d/1vqNomb3j1dzAGUyYAjss_mm51wQ2Bhgx/

Access the handouts with helpful articles here: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/handouts_basic_bootcamp.pdf

See TaxDome in action, request demo: https://taxdo.me/bootcamp_demo

Book a 1-on-1 for Multi-Year Upgrade: https://taxdo.me/bootcamp_multi_year

Product Updates & Waitlist: See what’s new: https://taxdo.me/bootcamp_product_upd

Join TaxDome Research Program: https://taxdo.me/bootcamp_research