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Fri, Dec 16



TaxDome Training 101

Ideal for Bookkeepers and Tax Pros. Learn how to create templates and set up pipelines

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TaxDome Training 101
TaxDome Training 101

Time & Location

Dec 16, 2022, 9:30 AM – 10:30 AM


About the event

In this series, you will learn TaxDome basics from Lily Tran, Certified TaxDome Consultant on

How to create:

  • Message templates
  • E-Mail templates
  • Organizer templates
  • Contract templates

How to setup your pipelines:

  • bookkeeping
  • tax preparation
  • tax representation

You will have an opportunity to ask your non-confidential questions during the Q&A session. 

After the 1-hour training session, you will have the opportunity to book 1:1 coaching session with Lily Tran.


  • TaxDome Training 101

    You will receive an email with a Zoom link.

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