On-site or online, for your whole staff or a single new hire, live, hands-on TaxDome training led by a practitioner who runs a firm on it every day. Customized to how your firm actually works, not a generic slide deck.
In-person and online · group or 1-on-1 · custom-quoted to your firm.
Mix and match, every engagement is shaped around your firm, your team, and your goals.
I come to your office and train your team hands-on, in the room, on your actual TaxDome setup, the fastest way to get everyone aligned.
A live, screen-shared virtual session your team joins from anywhere, the same hands-on format, no travel required.
Get your entire staff on one consistent workflow, instead of everyone quietly inventing their own way of doing things.
Onboard a new team member fast, or bring one person up to speed, without pulling your whole team off their work.
Team training pays off most when more than one person touches TaxDome, or when one person knows everything and that's a risk.
You're onboarding new staff and want them productive in TaxDome fast
Everyone on your team does things their own way and you want one standard
You're migrating your firm to TaxDome and need everyone trained at once
Your systems knowledge lives in one person's head, and that worries you
You want your team trained by someone who actually runs a firm on TaxDome
You'd rather invest a day in training than months of trial and error
Every agenda is built from a scoping call. Common areas we work through:
How work moves through your firm end to end, set up and taught the way your team actually operates, so it sticks.
Where to automate, how to keep it reliable, and how your team triggers and trusts it, without fear of breaking something.
Document requests, e-signatures, and messaging, a smooth client experience your whole team delivers the same way.
Permissions, task management, and the daily habits that keep everyone moving in sync instead of stepping on each other.
No generic curriculum. The whole thing is built around your firm.
We talk through your firm, your team, your goals, and the format, in-person or online, group or individual. I quote based on what you actually need.
I build a training plan around your real setup and workflows, your pipelines, your automations, your client process. Not a one-size-fits-all deck.
On-site or online, hands-on. Your team works in your actual TaxDome account, asking real questions about real situations they hit every day.
A written recap and reference materials your team keeps afterward, so the training holds up long after the session ends.
I'm Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions. I run my entire practice on TaxDome and built every workflow myself, so when I train your team, I'm teaching what actually works in a live firm, not theory from a manual.
Your team gets a trainer who's a TaxDome Certified Advisor, an active community member, and a beta tester, someone who knows the platform deeply and can answer the real questions your staff will ask.
Anything not covered here? Just reach out before booking.
Tell me about your firm and I'll put together a custom training plan and quote, no packages to squeeze into.
In-person or online · group or 1-on-1 · custom-quoted to your firm.