Your First Week With TaxDome: Onboarding Checklist

pro

This page is for TaxDome Pro users—switch tabs above for the TaxDome Lite version.

Hi, TaxDome user. Welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. We show you the basics so you can get started right away.

Carefully review each step below, then complete the required actions on your portal.

Covered here:

1. Basic CRM Setup

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Goal: To have all your clients’ information on TaxDome.

Recommended steps: Do this right away!

  • Create tags. Think: What do these clients have in common? Then create a tag for each group. You can immediately start applying tags while you import. Later, they’ll come in handy to filter your lists (Bookkeeping, Return, Monthly, Quarterly, etc.).
  • Create/edit a default folder template. If you use a custom folder structure for your clients’ documents, set that up on TaxDome before importing your clients.
  • Prepare your client list for import. You can get all your clients on TaxDome by importing their data from a CSV file. It can most likely be generated by the program you’re currently using.
  • Import your CSV file to TaxDome. Once you have the CSV file prepared, you’re ready to transfer your client data to TaxDome using our import wizard.

Optional steps: We offer lots more great features you can explore now or later.

2. Transfer Files Over to TaxDome

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Goal: Transfer all your client data to TaxDome.

Recommended steps: Do this right away!

3. Basic Workflow Setup

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Goal: Create all the necessary content (emails, organizers, engagement letters, etc.) for automating your work procedures so that administrative work gets done automatically.

attention

Heads-up! We suggest either watching the Product Focused Webinar: Workflow video or taking our How to Automate Your Workflow course on TaxDome Academy before going over this step.

Recommended steps: Do this right away!

attention

Heads-up! Always give your pipeline a try on a test account before adding real jobs for actual clients. You’ll be able to see if anything needs changing. It’s a great way to make sure you are 100 percent happy with it—and it also gives you a chance to catch any mistakes.

Optional steps: We offer lots more great features you can explore now or later.

  • Create recurring tasks. These are automatically created for the to-dos you regularly perform (e.g., making a phone call to a client once a week or checking the mail every three days).
  • Add if-then rules to your pipelines. With this feature, you set up specific automations to be triggered for a selected group of clients; it also enables moving those jobs to a specified stage.
  • Customize job cards. Include relevant info on job cards in each pipeline so that important info (e.g., due date, assignee name, description, etc.) is always on display.

4. Basic Team Setup

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Goal: Build a successful team on TaxDome by defining the roles and access rights of each team member.

Recommended steps: Do this right away!

Optional steps: We offer lots more great features you can explore now or later.

pro

This page is for TaxDome Lite users—switch tabs above for the TaxDome Pro version.

Hi, TaxDome user. Welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. We show you the basics so you can get started right away.

Carefully review each of the steps below, then complete the required actions on your portal.

Covered here:

1. Basic CRM Setup

tip

Goal: To have all your clients’ information on TaxDome.

Recommended steps: Do this right away!

  • Create tags. Think: What do these clients have in common? Then create a tag for each group. You can immediately start applying tags while you import. Later, they’ll come in handy to filter your lists (Bookkeeping, Return, Monthly, Quarterly, etc.).
  • Create/edit a default folder template. If you use a custom folder structure for your clients’ documents, start setting that up on TaxDome before you import your clients.
  • Prepare your client list for import. You can get all your clients on TaxDome by importing their data from a CSV file. It can most likely be generated by the program you’re currently using.
  • Import your CSV file to TaxDome. Once you have the CSV file prepared, you’re ready to transfer your client data to TaxDome using our import wizard.

Optional steps: We offer lots more great features you can explore now or later.

2. Transfer Files Over to TaxDome

tip

Goal: Transfer all your client data to TaxDome.

Recommended steps: Do this right away!

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