Free Trainings & Resources

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.

In this video, we're diving in to all the new features & changes coming to TaxDome based on their Q4 product roundup webinar. Some key takeaways: SMS/Texting will be released soon and will allow firms to utilize Twilio to send AND receive texts inside the TaxDome portal. We'll be able to create templates, and eventually these can be built into the workflow automation and used for bulk messages. The marketplace is coming soon. This will be similar to the app store where you will be able to buy (& sell) templates and workflows. Proposals & EL's are now fully customizable and mobile friendly. You will be able to tie these to payment, just send services, or send invoices depending on your preference. AI finally gets incorporated! TaxDome is adding AI powered reporting which looks like we will have a lot more options to customize the reports you pull, the ways it visualized in charts, graphs, tables, etc. using both pre-built reports, and reports you work with AI to create.

How to manage your email and inbox+ notifications in TaxDome in order to control the chaos in your business. This training will show you how to update your notifications in your settings, and how to manage your inbox as well. Join our Facebook community to get access to free weekly trainings + more! https://www.facebook.com/groups/scalingwithoutateam

This is the first part of our series "Things you didn't know you could do in TaxDome" and we're diving in to talk about how you can connect your workflows across systems using Zapier. Zapier helps you connect various systems & softwares to TaxDome to help you further streamline & automate your business. Want to learn more? Visit us at https://www.cabotandmain.com/buildyourtaxandbookkeepingsystems

Want to build your first pipeline in TaxDome? Do these 5 things first!

We love using TaxDome with our clients, here's why: - It's an all in one tool to help you manage your practice. It allows you to integrate your practice with your email, calendaring & more. - It will save you money. It's a reasonable price for all the features, and you can eliminate a ton of your other softwares and streamline into just 1. - We love the features! Some of our favorites include the workflows, invoicing, CRM, client portal, document storage, e-signatures & more. Have questions about how we can help you build your TaxDome and streamline your agency? Learn more: https://www.cabotandmain.com/buildyourtaxandbookkeepingsystems