Employee Training & Onboarding Pipeline & Templates
*Please note, this pipeline is for the training & onboarding of new team members.
New Team Members Can Self-Onboard
This pipeline allows your new team member(s) to self-onboard, by walking them through a series of tasks they will need to complete to onboard into your firm, as well as a series of training videos your firm will have access to.
Core TaxDome Trainings Included
Some of the trainings included in this pipeline are:
- TaxDome Quickstart Guide
- Understanding TaxDome's Core Features
- TaxDome Terminology
- Setting up your preferences
- How Pipelines Work in TaxDome
- Jobs vs Tasks
- ++ more!
Onboard Your Team Quickly
We walk you through how to have your new team members self-onboard, meaning you can save time, and onboard them quickly onto your team. Our training videos are built to show them how to utilize the system, get organized, and start contributing to your team quickly.