TaxDome Help Center

TaxDome Help Center

Getting Started

Start with TaxDome by exploring setup guides and onboarding tips

12 articles

Join TaxDome Community

Catch up on the latest news and share experiences with other professionals

1 article

Set-Up Assistance

Get expert help for a smarter TaxDome setup.

8 articles

Academy, Webinars & Bootcamps

Learn the TaxDome basics in under an hour

7 articles

Release Notes

Stay informed about the latest updates, new features & improvements

2 articles

How to set up TaxDome for Tax Preparers

Tips and checklists on how set up processes for tax professionals

3 articles

How to set up TaxDome for Bookkeepers

Tips and checklists on how to utilize TaxDome and set up processes for bookkeepers

3 articles

How to set up TaxDome for Payroll

Tips and checklists on how to utilize TaxDome and set up processes for payroll pros

3 articles

Settings

Customize your firm portal according to your needs. Set up emails, notifications, 2fa

24 articles

CRM & Clients

Manage your customers on TaxDome. Contracts, organizers, emails, and more available

41 articles

Documents

Store, share documents and get client approvals.

46 articles

Signatures

Get e-signatures from clients, add KBA and streamline e-signing with templates

14 articles

Organizers & Client Requests

Easily get information from your clients with Client requests and Organizers

20 articles

Communication

Secure communication: emails, chats, tasks for your clients

38 articles

Invoicing

All about invoicing, payments, promotional credits, refunds, fees, and more

42 articles

Proposals

Send proposals and engagement letters to clients

9 articles

Workflow & Automation

Workflow helps you automate most of your repeated tasks. Track work progress easily

47 articles

Guides

Get how-tos & step-by-step instructions on how to solve common tasks with TaxDome

12 articles

Apps

Access TaxDome both on your mobile and desktop via our apps and mapped drive

39 articles

Subscription Plans & Pricing

Learn everything about TaxDome subscription. Compare pricing plans

14 articles

Integrations

All about sync with third-party services: Stripe, QuickBooks, Zapier, etc

28 articles

Team Management

Add team members, set up their access to clients and to TaxDome features

26 articles

Team Members Essentials

Setting up TaxDome account and essential features for team members

19 articles

Reporting

Instantly gain insights into your team's productivity and firm performance

13 articles

Custom website

White-label & custom branding. Build and maintain your website, free hosting provided

9 articles

Support & Troubleshooting

Having an issue or an error appeared? Want to request a new feature? We hear you

30 articles

FAQ

Quick answers to the most common questions about using TaxDome

6 articles

International Integrations

Tailor TaxDome to your local services with country-specific features

5 articles

Legal

Legal and Compliance

3 articles

How-To Videos

3 articles