Struggling to get your clients on board with TaxDome during tax season? We get it—learning a new system can be frustrating for both you and your clients. In this quick video, we’ll walk you through practical strategies to help your clients adjust to TaxDome, minimize tech issues, and keep your workflow running smoothly. ✅ What You’ll Learn: - How to set expectations early so clients understand the benefits of TaxDome - Simple ways to help clients with common tech issues (without slowing you down) - How to automate & streamline client interactions for a smoother tax season - Quick tips to keep your clients engaged & using the platform efficiently 📌 Resources: 🔹 TaxDome Customized Support Options: visit our website to learn more 👍 Like & Comment if this helped you, and let me know what other TaxDome topics you’d like to see covered!

Sending professional proposals and engagement letters is a key step in onboarding new clients and setting clear expectations. In this tutorial, I’ll walk you through how to create, customize, and send proposals or engagement letters inside TaxDome to streamline your client intake process. ✔ Create a proposal or engagement letter template for consistency ✔ Set up pricing options and service selections ✔ Automate follow-ups for unsigned proposals using reminders ✔ Send and track proposals in TaxDome Having a solid proposal process ensures clarity, professionalism, and faster client approvals. Watch this step-by-step guide to simplify your workflow and improve client onboarding. Want to take your TaxDome processes to the next level? Check out our Takeoff with TaxDome Bootcamp for the exact templates & tutorials you need to get your tax or bookkeeping up & running inside TaxDome! 🔔 Like, comment, and subscribe for more TaxDome tutorials!

This video walks you through: ✔️How to request a client signature on a form 8879 (or any form you need) ✔️How to link this request to a specific job and invoice ✔️How to view the status of your pending signatures & payments in the document Have questions? Post here and let us know.

Want to give your clients the best experience inside TaxDome? In this quick tutorial, we'll show you how to customize your client portal settings so you can tailor the experience to fit your firm and client's needs! ✅ Adjust client portal permissions ✅ Customize notification settings ✅ Control document access & visibility ✅ Streamline communication inside the client's account A smooth running client portal makes it easier for clients to navigate, ensures better communication, and reduces unnecessary back-and-forth. Need more TaxDome training? Check out our full TaxDome Bootcamp to master your workflows! cabotandmain.com 🔔 Don’t forget to like, comment, and subscribe for more TaxDome tips!

Stopping TaxDome Client Reminders & Controlling Your Client Communications! Discover how to properly manage, pause, and stop automatic reminders in TaxDome with this quick tutorial. We love the reminders in TaxDome, but there are some situations where if may make sense to pause or turn them off. Let's talk about how. What you'll learn: ✅ Turning off automatic reminders ✅ Managing reminder settings per client ✅ Stopping reminders for Proposals/ELs, Organizers & Signature Requests This quick guide helps you take control of your TaxDome communication and meet your clients where they're at.

Does accounting firm need to streamline your client onboarding process? In this webinar, we will help you: -Understand how onboarding can transform your business -Explain why you will love using TaxDome to onboard clients -Learn the key automations you can use inside TaxDome to transform your onboarding process -Get clear on client onboarding best practices -Learn the 6 pipeline stages you need inside your TaxDome pipeline to onboard clients -And discover the core steps to building this pipeline out PLUS…get a demo of our onboarding pipeline inside TaxDome, learn how clients can self-service the onboarding automations, and get our free tool that will show you the exact stages and automations you need. Download the free tool at cabotandmain.com

Is TaxDome the right technology for larger firms that are looking to streamline and automate their business? In this video we answer this question, in our opinion, and also share how you set your firm, your employees, your team up for success when utilizing this new technology for your firm.

Debunking the myth that TaxDome is just for tax preparers, we're exploring some of the BEST features bookkeepers can and should take advantage of in TaxDome. From workflows, automation tools, workload management & more, TaxDome is a great workflow tool that can help bookkeeping firms manage the work, give a great client experience, and free up their time.

How you can help your clients adopt TaxDome better, even if its mid-Tax Season.