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Get to know TaxDome
Get started as a firm owner
Set up your TaxDome firm and learn the core concepts.
Get started as a team member
Learn how to use your new portal account to get started as a team member.
Work with clients
Day-to-day work with clients: onboarding, workflow, communication, billing, and documents.
Run your firm
Run firm-level operations: team, billing, reporting, website, and subscription.
TaxDome for your practice
Operational workflows tailored for bookkeeping, tax preparation, and payroll practices.
Reference & Support
Account management, feature reference, FAQs, troubleshooting, and support resources.
What's new
Stay current with TaxDome: release notes, feature rollout stages, and how to suggest ideas.