TaxDome 2026 Is a Game Changer (Full Tutorial + New Features Explained) скачать в хорошем качестве

TaxDome 2026 Is a Game Changer (Full Tutorial + New Features Explained)

👉 Start your free trial here: https://partners.taxdome.com/CarlosGa... ⏱ CHAPTERS 00:00 – Intro: Why TaxDome 2026 Matters 02:24 – Pricing Breakdown (Essentials vs Pro vs Business) 07:53 – Taxdome's Core Features 11:59 – Client Experience & White Label Portal 12:37 – Firm Dashboard & Insights Overview 15:46 – Inbox+ Notifications & Internal Communication 16:52 – CRM Structure (Accounts vs Contacts) 19:40 – Reporting & Advanced Tracking 21:32 - Tasks, Jobs and Pipelines (Workflow) 23:51 – Calendar & Document Center 24:50 – Organizers, Proposals & Billing 24:10 – Bookkeeping Hub + QuickBooks 2-Way Sync 25:23 - Billing and Invoices 25:58 – Activity Feed & Audit Trail 26:23 – Templates & Automation Engine 26:59 – Creating a New Client Account 28:58 – Tags & Segmentation Strategy 31:31 – AI Checklist (New Feature) 34:37 - Tax Return Delivery (New Feature) 38:17 - Bookkeeping Hub (New Feature) 40:48 - Packages (New Feature) 42:13 - Client Self Sign Up (Favorite Feature) 44:29 - 1040 Pipeline Workflow and Automations 49:28 - Client Portal View (What the client sees) 52:19 - How to work with me 56:30 – Final Thoughts + Next Steps TaxDome just rolled out major 2026 updates — and if you’re an accounting firm owner, bookkeeper, or tax professional, this walkthrough will show you exactly how to leverage them. In this full tutorial, Carlos Garcia (TaxDome Certified Consultant) breaks down: • What’s new in TaxDome 2026 • Pricing breakdown (Essentials vs Pro vs Business) • The Bookkeeping Hub + QuickBooks 2-way sync • IRS transcript integration • Pipelines, automations, and workflows • CRM structure (Accounts vs Contacts) • Team collaboration tools • Secure client portal experience • Reporting, time tracking, billing & proposals • How to centralize your entire firm in ONE platform If you're tired of juggling multiple apps for e-signatures, document storage, proposals, payments, messaging, and workflow management — this video shows you how to bring everything under one roof. The goal? ✔ Save time ✔ Eliminate friction ✔ Improve client experience ✔ Get paid faster ✔ Scale smarter 🛠 Want to Try TaxDome? ... 📬 Already a TaxDome user and want help optimizing your workflows or exploring advanced features? Email me at carlos@exceedsalestraining.com Subject Line: “TaxDome 2026 Youtube question” 👍 Like this video if it helped 🔔 Subscribe for more TaxDome tutorials + firm growth strategies 💬 Comment below: What feature are you most excited about in 2026?