We got this figured out! And here you will find our collection of tools and resources to assist you in promoting TaxDome to anyone in your network.

Product Resources

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What is TaxDome in 1 minute!


Promoting Tips:

  • Social Media Tips:

    Be creative in what you say, let it reflect how you feel about TaxDome

    Visit the TaxDome channel or product announcements for new TaxDome features. Look up our webinars These could be the key to unlocking more referrals.

    Make sure to include your link so that you can get credit for firms signing up using your link.

    Look out for posts from TaxDome. Use these as a basis for your posts.

    Consider using your images, but avoid editing TaxDome brand images (i.e. logos, icons) unless it’s been provided by the program (i.e. email, website copy).

  • Asking the right questions is the key to generate good referrals:

    Have you automated your workflow?

    Do you have a portal for your clients?

    Do you still pay for cloud storage?

    Are you paying for e-signatures?

    Does your firm use a CRM? 

    Are you thinking to pay somebody to design your website?

    How are you managing your company documents?

    Are you paying for hosting services?

    Are you paying for invoicing your clients?

    How are you managing your team member's workload?

    Does your company need a large storage capacity?

  • Identify opportunities:

    Identify firms with high fixed costs related to software (Storage, e-signatures, PDF editors, etc.)

    Promote TaxDome to entrepreneurs and Small/ medium-size firms.

    Seek firms needing software solutions to scale their business.

    Use free trial accounts to demonstrate the benefits of TaxDome.Emphasize the problems only TaxDome Solves.

    Mention the free unlimited support and 1:1 sessions.

    Explain how the features and advantages of TaxDome offset other costs.

    Show problems that can be solved with an all-in-one practice management solution.

  • Who can you show TaxDome:

    Small & medium accounting business that:

    Express frustration with not being able to have all the tools needed in the same place.

    Can’t figure out how to manage their team member's workload.

    Want to stop paying for software services like e-signatures, PDFeditors, cloud storage, etc.

    Want to scale their business without spending too much.

    Currently, use any of TaxDome competitors and are looking for more features.

  • Become a thought leader

    Find and share high-quality information

    Publish meaningful posts

    Interact and engage with insights

    Tag and customize your message towards your referral directly

    Use networking search tools(LinkedIn) to identify the right people, especially the decision-makers and firm owners.

    Reach out to prospects at a convenient time and build a relationship.

    Keep your network alive by connecting with them regularly

    Establish a relationship and trust with decision-makers,

    Increase and grow relationships with followers.


Social, Email, and Website Templates:

Use these customizable templates to refer TaxDome on your social media, email, and website. Simply insert your Link and share.


List of templates

  • Email:


    I've been promoting, and I’ve seen how it helped firms work faster and more efficiently. I think you'll like it, too, and you can access documents and files anywhere from any device. It syncs with your email, has unlimited storage, has a free PDF editor, You can automate workflow, and has unlimited signatures.

    If you're interested, sign up using my link below and get a free 14-day trial and message me to get free 30 app days.

    It’s a great way to focus less on IT and more on what you love to do. Feel free to reach out with any questions.



  • Post on website :

    What is TaxDome?

    TaxDome is an All-in-one integrated solution to save you time & money. Manage your tax practice workflow, billing, client portal, time tracking, and more. It's simple to set up, use, and manage, so your business can focus on what really matters.

    Here are some highlights:

    Custom branded client portal (& mobile app) that your clients will love! Secure, easy-to-use, and with clear to-do lists to ensure a seamless user experience.

    Phone or desktop, your clients can communicate with you securely, exchange documents, view their tasks, sign contracts, pay invoices, and so much more. Automatic reminders do the follow-up for you. The mobile app also includes a built-in document scanner, allowing your clients to send high-quality documents.

    Automated Workflow, Work happens without your involvement. Fully customizable to your firm’s needs, you can set up workflows to automatically create jobs, send emails, request data from clients, and remind them to accomplish what you need from them.

    More than project management: always see where your team stands, so that you can scale your business effortlessly.

    Managing prospects & existing clients is easy with the integrated CRM. Import your contacts from other software, including custom fields to reflect information that is unique to each client.

    Pre-qualify leads & automate your client onboarding process with workflow automation.

    Unlimited e-signatures are included in every TaxDome subscription. The same functionality as DocuSign, HelloSign, etc — except integrated with your practice management system without extra cost.

    KBA is available with the lowest price on the market — $1 per verification.

    Sign up using my link  [Link]  and get a free 14-day trial, and message me to get an extra free 30 days when you try TaxDome for your firm.

  • Post on Facebook:

    Have you tried TaxDome? It’s an All-in-one integrated solution to save you time & money. Manage your tax practice workflow, billing, client portal, time tracking, and more. It's simple to set up, use, and manage, so your business can focus on what really matters. See how can it help you too.

    TaxDome is offering a 14-day trial. Sign up using my link and I can give 30 days app free. You’ll get a clients portal with your domain name and a suite of tools that allows you to get work done all in one place. Start today. [Link]

  • Post on LinkedIn:

    See how accounting firms keep things running smoothly and efficiently with the convenience of an all-in-one integrated solution. TaxDome lets automate your workflow, TaxDome Drive Automatically keeps client files in sync with your PC or Mac. Just like Dropbox or OneDrive, but also fully integrated with the rest of your practice management system, Unlimited e-signatures are included in every TaxDome subscription, secure messages fully integrated into your firm’s processes: you can request files, assign tasks to your clients, and set up automatic reminder You should try it and see how it can help your business, too. TaxDome is offering a 14-day trial. Sign up using my link and I can give you an extra 30 days free app.

  • Post on Twitter:

    @TaxDome helps my firm work faster and more efficiently. From automated workflows to unlimited signatures to TaxDome Drive, it's a fully integrated way to work. TaxDome is offering a 14-day trial. Sign up using my link and ask me for more benefits. Check it out. [Link].

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