Your First Week With TaxDome: Onboarding Checklist

Hi, TaxDome user. Welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. We show you the basics so you can get started right away.

Carefully review each step below, then complete the required actions on your portal.

Covered here:

• 1. Basic CRM Setup
• 2. Transfer Files Over to TaxDome
• 3. Basic Workflow Setup
• 4. Basic Team Setup

1. Basic CRM Setup

Recommended steps: Do this right away!

• Create tags. Think: What do your clients have in common? Then create a tag for each group. You can immediately start applying tags while you import. Later, they’ll come in handy to filter your lists (Bookkeeping, Return, Monthly, Quarterly, etc.).
• Create/edit a default folder template. If you use a custom folder structure for your clients’ documents, set that up on TaxDome before importing your clients.
• Prepare your client list for import. You can get all your clients on TaxDome by importing their data from a CSV file. It can most likely be generated by the program you’re currently using.
• Import your CSV file to TaxDome. Once you have the CSV file prepared, you’re ready to transfer your client data to TaxDome using our import wizard.

Optional steps: We offer lots more great features you can explore now or later.

• Add client portal access to the accounts. Invite your clients to use their client portal, so they can share important documents with you, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions and complete tax organizers—all in one spot.
• Introduce TaxDome to your clients. We have some great tips and templates for this.

2. Transfer Files Over to TaxDome

Recommended steps: Do this right away!

• Download and install the TaxDome desktop app. This allows you to upload files to TaxDome multiple ways without a browser.
• Use TaxDome Drive to copy files. With this great tool, drag-and-drop files in bulk to TaxDome from your file manager.

3. Basic Workflow Setup

Recommended steps: Do this right away!

• Copy a pipeline from our templates library. We have pipeline templates for all the most common services for clients (1040 Return pipeline, a W-2 pipeline, a Payroll pipeline, etc.). Copy the pipeline template as you do with all templates for automated procedures, such as sending an organizer, a contract, or a message. 
• Modify the pipeline stages according to your preference. Define the steps of your work procedure, then tweak the pipeline so that it works for you.
• Copy all templates you need from a library or create your custom ones. Review your templates and edit them to your liking. You can also easily create new ones by using templates from our library (which is preferred) or making one from scratch.
• Integrate your custom templates to your existing pipelines by adding automations. Continue making adjustments to the pipeline by adding new automations based on the templates you created.
• Set up pipeline schedules to create recurring jobs. Schedules are helpful for work that repeats (e.g., monthly bookkeeping, biweekly payroll or yearly tax return prep). By setting up a schedule, jobs are automatically created on specific dates.

Optional steps: We offer lots more great features you can explore now or later.

• Create recurring tasks. These are automatically created for the to-dos you regularly perform (e.g., making a phone call to a client once a week or checking the mail every three days).
• Add if-then rules to your pipelines. With this feature, you set up specific automations to be triggered for a selected group of clients; it also enables moving those jobs to a specified stage.
• Customize job cards. Include relevant info on job cards in each pipeline so that important info (e.g., due date, assignee name, description, etc.) is always on display.

4. Basic Team Setup

Recommended steps: Do this right away!

• Understand TaxDome team member roles. This allows you to manage your work efficiently.
• Add your team members to TaxDome as users. Select the annual or monthly subscription for your team members, then depending on each person’s responsibilities, give them the appropriate access rights on TaxDome.
• Assign team members to clients. A team member’s usage remains limited until they have client account access. You can give them access to a selected group of client accounts or allow them access to all.

Optional steps: We offer lots more great features you can explore now or later.

• Understand task assignees. Assign to-dos to your team members both inside pipelines and out.
• Explore team communication options. Use @mentions for in-app communication with your team.