Webinar: TaxDome Advanced Bootcamp by TaxDome

Agenda of workshop sessions

Session 1: Advanced workflow automation and pipelines

Monday, June 2, 2025 · 1:00 PM EDT

Turn repetitive processes into seamless systems that free up hours each week with role-based automations, triggers and conditional logic.

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Session 2: Test, refine & automate billing

Tuesday, June 3, 2025 · 1:00 PM EDT

Test your automations, close workflow gaps, and integrate billing into your pipelines to reduce admin time and get paid faster.

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Session 3: Scaling your firm and managing your team

Wednesday, June 4, 2025 · 1:00 PM EDT

Boost your team’s productivity and collaboration without adding headcount using roles, tags, and AI-powered dashboards.

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Session 4: Live Q&A – expert advice on scaling with automation

Thursday, June 5, 2025 · 1:00 PM EDT

Get personalized insights to fine-tune your firm’s automation strategy, and discover how you can get the most out of using TaxDome.

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