Tax season is just about here, and if you are already feeling the urgency of getting your sh*t together, there’s a good reason for that.
If you’ve either been thinking about purchasing TaxDome, or you’ve already bought it and it’s sitting (dusty) in your inbox, the time to dust that off is NOW. But I know it can be a little intimidating (we totally get that) so we wanted to help you get started on the right foot AND feel a little more comfortable diving in.
This is a Get Started with TaxDome checklist to help you jumpstart your automation & workflows. Either login, or purchase your subscription here. Bonus, you'll get 2 free months added on by using our referral link! https://taxdome.com/?fpr=cabotandmain
We know you're short on time, so we're going to save you the fluff and dive right on in.
Download our free PDF checklist to walk you through getting started, here: https://www.cabotandmain.com/getstartedwithtaxdome
Here is a simple list of the things you need to do to get started in TaxDome:
Update your Account Settings
We recommend turning on two-factor authentication for security
Sync your email (if you have TaxDome pro)
Ensure you are receiving updates where you want: Inbox + and/or your Email
Update your info & photo
Update Firm Settings:
Update your contact information, social links, logo and about us.
White label your custom domain so that it shows under your own domain name.
Customize your system-generated emails so they show coming from your firm email & name (upgrade to Tax Dome Pro for this)
Turn on and edit your client signup. This will allow your leads to enter directly into specific workflows. You’ll update this once you begin creating your pipelines.
Update appropriate access for your team under the Team & Plans tab
Add Accounts. There are 3 ways to add client accounts and contacts into TaxDome
First, you can import your contacts from other systems (Under Clients → Import)
Manually add your accounts (under the +NEW button)
Send the client sign-up link to your contacts. They can sign up under your custom link
Add any existing templates you already have into TaxDome under the Settings → Templates. You’ll want to be careful on how you name them so that you can ensure they are easy to find. Once all your pipelines & templates are added, you will have a high volume of these.
You’ll need to build these out in much more detail as you create your pipelines.
Start building your workflows! This will only work if you have a paid version, but once you have your templates saved (we’ll show you this in a future blog or training), creating the workflows is how you automate your process.
Learn how this works before diving in. We recommend spending some time understanding what workflows, pipelines, stages and automations are and how they can help you
There are a ton of free resources on YouTube you can utilize
Pick one to start with. We recommend building out your Lead Onboarding as this will give you a way to bring your clients in, start the automation and give you insight into how these pipelines can work for you.
We hate to break it to you, but you're going to want to get started on this sooner than later before tax season chaos gets to you. And if you're still on the fence about whether TaxDome is for you, here are a few of the reasons we love it for our clients.
Easy enough right? ;) We understand that building systems out can be intimidating for even the most tech savvy entrepreneurs, and even more so when you’re super busy. So if you feel like you might need a little extra help, email us at hello@cabotandmain.com and let’s chat about how we can help you dive in.