TaxCloud Onboarding Webinars
What is TaxCloud’s Onboarding Webinar?
Who should attend this webinar?
Which webinar should I attend?
What is TaxCloud’s Onboarding Webinar?
TaxCloud holds free periodic onboarding webinars that enable new TaxCloud users to learn from our Onboarding Specialists the steps to easily, quickly, and accurately set up your TaxCloud account with integrations to your online store or data platform, and how to navigate the dashboard.
Who should attend this webinar?
The webinar is great for merchants who have just self-signed up with one of our plans or even the free trial. Everyone is welcome, it’s the best way to quickly ensure you know what to do to get yourself up and running with TaxCloud.
Please note: there are 2 different webinars, make sure you attend the one that’s right for you, see below.
Which webinar should I attend?
TaxCloud has 2 different webinars, based on the type of integration you’re using to integrate your data with TaxCloud. Below is a list of the integration types, Basic & Premium, locate the platform you’re using and attend the corresponding webinar.
| Option 1 | Option 2 |
|---|---|
| Basic Integrations - These are compatible with customers on TaxCloud’s Starter Plan or Free Plan | Premium Integrations - These integrations are only available with TaxCloud’s Premium Plan. They access TaxCloud’s API and enable real time calculation and/or data importing. |
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When is the next Webinar?
Webinars are held weekly, alternating between Basic & Premium integrations, so your integration type will have webinars every other week.
| Option 1 | Option 2 |
|---|---|
| Basic Integrations - These are compatible with customers on TaxCloud’s Starter Plan or Free Plan, and use integrations listed in option 1 above. | Premium Integrations - These integrations are only available with TaxCloud’s Premium Plan. They access TaxCloud’s API and enable real time calculation and/or data importing. |
Jul 25, 2024, 01:30 PM CT Aug 08, 2024, 01:30 PM CT Aug 22, 2024, 01:30 PM CT Sep 05, 2024, 01:30 PM CT Sep 19, 2024, 01:30 PM CT Oct 03, 2024, 01:30 PM CT Oct 17, 2024, 01:30 PM CT Oct 31, 2024, 01:30 PM CT |
Aug 01, 2024, 01:30 PM CT Aug 15, 2024, 01:30 PM CT Aug 29, 2024, 01:30 PM CT Sep 12, 2024, 01:30 PM CT Sep 26, 2024, 01:30 PM CT Oct 10, 2024, 01:30 PM CT Oct 24, 2024, 01:30 PM CT Nov 07, 2024, 01:30 PM CT |
Is there anything I should do before attending the webinar?
Yes! Below are some quick 1-2 min videos from our Onboarding team that walk you through the initial account set up. Watch these videos and complete the action items in each that apply to you. This will help you make the most out of the webinar time.
| Mini Videos for Setup | Complete tasks from each mini video | |
|---|---|---|
| 1 | Register | Register your TaxCloud account. (skip if already logged into TaxCloud) |
| 2 | About My Business | Enter your location and tell us more about your sales tax needs. |
| 3 | Account Details | Enter your legal name, EIN, and state incorporated. |
| 4 | Store Setup* | Create a store to obtain API credentials and connect to TaxCloud. (see guides below) |
| 5 | Enable States | Turn on tax collection in states where you have economic nexus. |
| 6 | Payment Method | Enter a payment method. |
| 7 | Select Your Service Plan | Select your subscription plan. |
Integration Guides
*Select your integration type below for a set up guide to connect that specific integration during video #4 Store Setup.
| Basic Integrations Guides | |
|---|---|
IMPORTANT- If you have a BigCommerce integration, please note that you will have to download the TaxCloud app in BigCommerce in order to create your account. Please do not create your account by navigating to TaxCloud.com, as your APIs will not be connected to an account created this way.
| Premium Integrations Guides | |
|---|---|
I've tried setting up my account & attended the webinar, but I need more 1 on 1 onboarding assistance.
For merchants with complex integrations, or simply require 1-on-1 guidance, TaxCloud offers a paid onboarding program with a dedicated onboarding specialist.
To review pricing and secure a slot with our dedicated onboarding team, contact our sales team here to get you started.