Practical, no-fluff guides on setting up and getting more out of TaxDome. I run my whole practice on it, so these are the things I wish someone had told me, in the order that actually matters.
The order I would set TaxDome up in if I were starting from scratch today: settings, CRM, your first pipeline, templates, payments, and go-live, without the overwhelm.
Read the guide → Core conceptsThe four dimensions of TaxDome, and the one sentence that finally made it click for me. Understand this and everything else in TaxDome gets easier.
Read the guide → WorkflowsA real 1040 pipeline, stage by stage, with my take on billing up front, the client-facing status, and the post-filing stage most firms skip.
Read the guide → Core conceptsThe ABC distinction that controls MFJ signing and proposals, and how to get past the import that stalls most new TaxDome users.
Read the guide → WorkflowsWhy Inbox+ is a trap, and how to run your day from the task view and the pipeline view instead.
Read the guide → BillingHow the lock-the-document-to-the-invoice feature works, and the case for billing up front.
Read the guide → DecideAn honest, both-sides read from a firm owner who uses it daily: where it excels, where it lacks, and how to decide.
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