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

Описание: 👉 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?

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📬 Already a TaxDome user and want help optimizing your workflows or exploring advanced features?
Email me at [email protected]

Subject Line: “TaxDome 2026 Youtube question”

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