Settings
Customize your firm portal according to your needs. Set up emails, notifications, 2fa
- Settings (Basic): Your Firm’s Setup
- Inbox+ Notifications
- Settings (Basic): Two-Factor Authentication
- Settings (Basic): Change your notification preferences
- Settings (Basic): Change the Language on Your Portal or Windows App
- Settings (Advanced): Set Up Your TaxDome-Generated Emails
- Settings (Advanced): Back Up Your TaxDome Data
- Settings (Basic): Change Your Password, Email, Personal Info
- 🏁 Your First Week With TaxDome: Onboarding Checklist
- Embed scheduler (Calendly, Acuity, Youcanbookme, Schedulista)
- Signatures (Basic): Enable KBA & QES/AdES, edit default date format
- TaxDome shortcodes
- Manual & Automatic Reminders
- Folder templates (Basic): Create & apply
- Email (Basic): Create & apply templates
- Jobs (Basic): Create & apply job templates
- Settings (Basic): Templates
- Chats (Basic): Create & apply templates
- One-time invoices (Basic): Create & apply templates
- Tasks (Basic): Create & apply templates