TaxDome Seminários online

Explore TaxDome's educational webinar series, held every working day, where we delve into specific topics and provide practical insights. These webinars offer valuable content and include live Q&A sessions to address your questions. Register to attend and enrich your understanding of TaxDome.

Abrangido aqui:

• TaxDome 101: the implementation guide for getting started
• Workflow: how to leverage automation to manage internal processes
• Getting paid: proposals, engagement letters and billing
• Documents: secure storage, e-signatures, approvals, notifications and more
• Team management: access rights, notifications and internal communication

TaxDome 101: the implementation guide for getting started

Date and Time: Mondays at 1 pm EST. Register here.

Pronto para embarcar na sua viagem TaxDome ? Neste webinar fundamental, receberá uma visão geral abrangente da plataforma, cobrindo todos os principais aspectos necessários para configurar e otimizar a sua prática.

• TaxDome introduction: get to know the core functionalities and features of TaxDome, setting the stage for your practice's transformation.
• Implementation and support: learn how to implement TaxDome efficiently with expert support, ensuring a seamless transition for your practice and clients.
• Portal overview: dive into the client portal, understanding how to navigate, customize and provide your clients with a polished and professional experience.
• CRM basics: explore the fundamentals of TaxDome's client relationship management tools, equipping you with the knowledge to manage and nurture client interactions effectively.
• Import preparation: discover the secrets to preparing data for easy importing, ensuring that you're set up for success when bringing your practice into TaxDome.
• Spreadsheet formatting: understand the importance of correct spreadsheet formatting — and uncover tips and tricks to make the process as smooth as possible.
• Import process: learn the step-by-step process of importing your data into TaxDome and how to handle potential roadblocks with confidence.
• Client interaction: explore best practices for engaging with your clients through TaxDome, fostering improved collaboration and communication.
• Inviting clients: understand the process of inviting clients to your TaxDome portal, ensuring that they can join you in a hassle-free manner.

Workflow: how to leverage automation to manage internal processes

Date and Time: Tuesdays at 1 p.m. EST. Register here.

A automatização é a chave para a eficiência, e as capacidades de fluxo de trabalho do TaxDome estão aqui para fazer com que a sua prática funcione como um relógio. Neste webinar esclarecedor, irá mergulhar no mundo da automatização e descobrir como otimizar os seus processos internos até ao seu potencial máximo.

• Workflow terminology: get a clear picture of workflow terminology, ensuring that you understand all the key concepts.
• Creating pipelines: learn how to create and customize pipelines for different practice areas, giving you a clear structure to work within.
• Setting up automations: discover how to set up automations that can significantly reduce manual work and improve consistency.
• Adding conditional automations: take automation to the next level by adding conditions to your processes, and tailoring your workflow to the specifics of each case.
• Moving jobs automatically via automove: achieve seamless job progression by setting up automove, streamlining the movement of tasks and projects.
• Managing recurring jobs: explore methods for handling recurring jobs and see how automation can keep them running smoothly.
• Automating your team assignment: get the lowdown on automating team assignments, ensuring that everyone is working on the right tasks.
• Job tracking: learn how to track jobs with ease, allowing for clear oversight of progress and deadlines.
• Templates and the library: discover how templates and the library can be leveraged to save time, improve consistency and speed up your workflow.

Getting paid: proposals, engagement letters and billing

Date and Time: Wednesdays at 1 pm EST. Register here.

In this informative webinar, we'll guide you through the steps to ensure that your practice gets paid efficiently and securely. Learn all about creating invoices, processing payments, utilizing time entries, automating billing and more.

• Invoicing page overview: get a comprehensive understanding of the invoicing page, where you can create, manage and track your invoices.
• Payment processors: discover the various payment processors integrated with TaxDome and choose the one that suits your practice best.
• Creating invoices and receiving payments: learn the ins and outs of creating invoices and receiving payments through TaxDome's intuitive platform.
• Time entries and how to use them efficiently: understand how time entries can be used to streamline your billing processes and enhance time management.
• Recurring billing and automations: explore the benefits of recurring billing and how automation can improve your invoicing efficiency.
• Proposals: learn how to create and manage proposals effectively, increasing your chances of client acceptance.
• QuickBooks Online integration: discover how seamless integration with QuickBooks Online can enhance your financial management.
• Locking documents to invoices: ensure that documents are locked to invoices, providing clients with clear, transparent records.
• Best practices and tips: gather valuable insights and best practices to streamline your payment processes and billing.

Documents: secure storage, e-signatures, approvals, notifications and more

Date and Time: Thursdays at 1 p.m. EST. Register here.

This comprehensive webinar delves into all aspects of document management within TaxDome. You'll learn about secure storage, e-signatures, approval processes, notifications and more, ensuring that you have the tools to manage your documents effectively.

• Overview of document pages: explore TaxDome's document pages to understand where to access and manage all your documents.
• Installing the TaxDome app and Drive: learn how to install the TaxDome app and Drive to expand your document management capabilities.
• Folder templates and structures: discover how to set up folder templates and structures to organize your documents systematically.
• Different ways to upload documents to TaxDome: understand various methods for uploading documents to TaxDome, ensuring flexibility in your document management.
• Interacting with uploaded files: learn essential functions for managing uploaded files, including editing, sharing and requesting approvals and e-signatures.
• Requesting documents (basics): get started with requesting documents from clients with this foundational guide.
• Client portal uploads: explore how clients can upload documents to TaxDome, streamlining the document submission process.
• Best practices: gather valuable best practices to optimize your document management and ensure the security of your stored documents.

Team management: access rights, notifications and internal communication

Date and Time: Fridays at 1 p.m. EST. Register here.

Neste webinar esclarecedor, descobrirá como gerir eficazmente a sua equipa em TaxDome, assegurando uma colaboração perfeita e um tratamento eficiente dos clientes. Eis o que vamos abordar:

• Adding team members and access rights: learn how to add team members and customize their access rights to align with their roles and responsibilities.
• Client assignment: understand the difference between client assignment and following an account, optimizing client management.
• Task assignment: explore how to efficiently assign tasks, both for accounts and specific tasks, and automate this process for increased productivity.
• Team communication: discover effective ways to communicate with your team, ensuring that everyone is in the loop regarding your clients and their needs.
• Managing team workload: gain insights into how to distribute work within your team, helping you maintain a balanced workload for each member.
• Common practices and tips: gather valuable best practices and tips to enhance team collaboration and productivity.

Em breve! Ponha a mão na massa com os nossos próximos Bootcamps - um workshop prático que orienta as empresas através dos passos essenciais para alcançar uma base sólida para a sua configuração.