- 49
- 11 769
Cabot & Main
United States
Приєднався 29 жов 2020
Control the Chaos with Workflows + Automations for Tax Preparers, Bookkeepers & Accountants. Katie & Ashley are TaxDome Certified Consultants with over 20+ years of combined experience in accounting, technology & project management. They specialize in helping Accounting firms create & optimize their workflows.
Book a free consult: www.cabotandmain.com/buildyourtaxdome
Book a free consult: www.cabotandmain.com/buildyourtaxdome
How to send an invoice in TaxDome (& mark it as Paid)
How to Send an Invoice in TaxDome & Mark It as Paid
Streamline your billing process with this step-by-step tutorial on how to send an invoice in TaxDome and mark it as paid! Perfect for accounting firms looking to simplify invoicing and stay on top of client payments.
✅ Creating and customizing invoices
✅ Sending invoices to clients
✅ Marking invoices as paid
✅ Tips for automating your invoicing process
Say goodbye to invoicing headaches! This quick guide will show you how to use TaxDome’s invoicing features to save time, get paid faster, and keep your firm running smoothly.
📢 Don’t forget to like, comment, and subscribe for more TaxDome tips and tutorials!
Streamline your billing process with this step-by-step tutorial on how to send an invoice in TaxDome and mark it as paid! Perfect for accounting firms looking to simplify invoicing and stay on top of client payments.
✅ Creating and customizing invoices
✅ Sending invoices to clients
✅ Marking invoices as paid
✅ Tips for automating your invoicing process
Say goodbye to invoicing headaches! This quick guide will show you how to use TaxDome’s invoicing features to save time, get paid faster, and keep your firm running smoothly.
📢 Don’t forget to like, comment, and subscribe for more TaxDome tips and tutorials!
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Відео
How to track time in TaxDome
Годину тому
TaxDome Time Tracking Tutorial: Bill More Accurately & Track Team Productivity! Learn how to effectively use TaxDome's time tracking features to capture billable hours, monitor team productivity, and increase your firm's profitability! Perfect for firms looking to improve their billing accuracy and project management. ✅ Setting up time tracking ✅ Starting/stopping time entries ✅ Linking time to...
How to send bulk emails in TaxDome
2 години тому
Master TaxDome's Bulk Email Feature: Save Hours of Time with This Quick Tutorial! Learn how to efficiently communicate with multiple clients at once using TaxDome's powerful bulk email feature. Perfect for tax season updates, deadline reminders, or firm announcements! ✅ Using email templates ✅ Creating client groups/filters with tags ✅ Personalizing bulk emails ✅ Adding attachments safely Stop ...
How to Add New Contacts & Edit their Notifications in TaxDome
2 години тому
How to Add & Manage Contacts in TaxDome: Master Contact Settings & Notifications! Learn how to efficiently add new contacts and customize their notification settings in TaxDome. Perfect for managing multiple client contacts and ensuring everyone gets the right communications! ✅ Adding new contacts step-by-step ✅ Customizing notification preferences ✅ Managing portal access ✅ Editing existing co...
How to add tasks in TaxDome
2 години тому
How to Master Tasks in TaxDome: Streamline Your Team's Workflow! Learn how to efficiently create, assign, and manage tasks in TaxDome. Perfect for tracking client work, team assignments, and keeping your firm organized all year round! ✅ Creating individual & recurring tasks ✅ Setting up task templates ✅ Assigning to team members ✅ Adding due dates & reminders ✅ Linking tasks to jobs Stop lettin...
How to Edit & Send an Organizer in TaxDome
2 години тому
Need to send tax organizers in TaxDome? This quick tutorial shows you exactly how to edit and send organizers efficiently! Learn step-by-step how to customize and send organizers to your clients using TaxDome. Whether you're sending an organizer or needing to make changes to all your organizers, we'll cover it in this Quick Action training. ✅ Accessing the organizer template ✅ Customizing quest...
Why you should hire a TaxDome Consultant for Your Accounting Firm
Переглядів 12 години тому
🎯 Need help maximizing TaxDome for your accounting firm? Learn why hiring a TaxDome consultant could be the game-changer your practice needs in 2025! As a TaxDome certified consultant, I break down the top 5 reasons why getting expert help with TaxDome implementation, automation, and workflow optimization can transform your accounting or tax practice. Whether you're new to TaxDome or looking to...
Preparing Your Accounting Firm for the New Year (or Busy Season) with TaxDome
Переглядів 2328 днів тому
In this workshop, you'll understand the core changes from this past year that may be impacting your TaxDome that you will need to review and update. This includes Feature Updates from TaxDome, process & team changes in your firm, industry updates & more. Keep watching for the workshop portion where you can dive into your own TaxDome, and begin making updates to ensure you are ready to go next y...
Takeoff with TaxDome Why now is the BEST time to get started
Переглядів 17Місяць тому
If you're ready to get started with TaxDome, and you KNOW you need to get it done before the busy period, then NOW is the best time to start. Our Takeoff with TaxDome program is an accelerated 4 week program focused on helping you build your Tax Prep and/or Bookkeeping Processes inside TaxDome. We include the exact trainings, templates & tools you need to get it done in just 4 weeks or less! Jo...
How to Hire & Train Your Next Best Team Member for Your Accounting Firm
Переглядів 152 місяці тому
In this training, we're covering best practices when it comes to hiring & training your next (or 1st) best team member for your Accounting Firm. We're also covering the workflow you need to be successful, along with tools & tips to help you create this workflow. Visit cabotandmain.com to learn more! A Academy is coming soon! Keep an eye out for our upcoming training Academy specifically for Acc...
Streamline Your Client Onboarding: Mastering Onboarding Pipelines & Automations in TaxDome
Переглядів 746 місяців тому
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...
Is TaxDome the right technology for larger accounting firms?
Переглядів 147 місяців тому
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.
Boosting Client Adoption of TaxDome
Переглядів 2310 місяців тому
How you can help your clients adopt TaxDome better, even if its mid-Tax Season.
How Bookkeepers can use TaxDome to take their business to the next level
Переглядів 43Рік тому
How Bookkeepers can use TaxDome to take their business to the next level
Takeoff with TaxDome 4-Week Bootcamp for Bookkeepers
Переглядів 52Рік тому
Takeoff with TaxDome 4-Week Bootcamp for Bookkeepers
TaxDome 2023 Q4 Updates - What's in store?
Переглядів 51Рік тому
TaxDome 2023 Q4 Updates - What's in store?
Things You Didn't Know You Could do in TaxDome (part 2)...Managing Your Notifications + Email
Переглядів 63Рік тому
Things You Didn't Know You Could do in TaxDome (part 2)...Managing Your Notifications Email
Things you didn't know you could do in TaxDome...part 1
Переглядів 70Рік тому
Things you didn't know you could do in TaxDome...part 1
5 things to do before you build your pipeline in TaxDome
Переглядів 25Рік тому
5 things to do before you build your pipeline in TaxDome
Why You Should be Using TaxDome for your Tax or Accounting Business
Переглядів 43Рік тому
Why You Should be Using TaxDome for your Tax or Accounting Business
What to know before building your 1st pipeline in TaxDome
Переглядів 30Рік тому
What to know before building your 1st pipeline in TaxDome
Scale your online business with these 5 core systems
Переглядів 142 роки тому
Scale your online business with these 5 core systems
Why the Client experience matters for small businesses
Переглядів 62 роки тому
Why the Client experience matters for small businesses
Download your workbook here: cabotandmain.myflodesk.com/taxdomeforbookkeepers
www.cabotandmain.com/takeoffwithtaxdome-bookkeepers Join us!
I'd rather suffer
Lol. A little work you front can save you hours down the line in case you change your mind!
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