AdeptlyAdeptly

Create a year-end tax organizer workflow in TaxDome

Learn how to build automated client document collection workflows in TaxDome with secure portals, smart request lists, and follow-up sequences that reduce tax season chaos.

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Step-by-Step Guide

Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows TaxDome sitting right next to you.

What happens when you click "Start with Trinity"

  • 1
    Connect your microphone
    Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
  • 2
    Share your screen
    Share the screen you are working on so Trinity can see what you're doing and provide guidance.