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Getting Started
9 articles
- Firm Registration
- Signing In
- How to Add TaxDome Login Link to Your Website
- Your First Week With TaxDome
- Your Firm’s Contact Info & Branding
- Adding Clients (Accounts)
- How to Sync Your Email With TaxDome
- Your All-in-One Notification Center: Inbox+
- Using Your Dashboard
Documents
11 articles
- Docs Section Overview
- Uploading Documents
- Locking a Document to a Bill
- Managing Your Documents
- Using a Virtual Drive on Your Desktop to Access...
- Sharing Documents With Third Parties
- Working With Folders
- Electronic Signatures
- Request Electronic Feedback: Approve and...
Site Management
3 articles
