Advice and answers from the TaxDome Team

TaxDome Help Center

Getting Started

Overview the very basics of TaxDome for more efficient software usage

11 articles

Set-Up Assistance

Get expert help for a smarter TaxDome setup. Free for all paid users

4 articles

Academy, Webinars & Bootcamps

Learn the TaxDome basics in under an hour

6 articles

Release Notes

Stay informed about the latest updates, new features & improvements

1 article

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

20 articles

CRM & Clients

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

35 articles

Documents

Store, share documents and get client approvals.

35 articles

Signatures

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

13 articles

Organizers

Create organizers with conditional questions and documents requests

11 articles

Communication

Secure communication: emails, chats, tasks for your clients

27 articles

Invoicing

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

34 articles

Proposals

Send proposals and engagement letters to clients

8 articles

Workflow & Automation

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

49 articles

Guides

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

3 articles

Apps

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

28 articles

Subscription Plans & Pricing

Learn everything about TaxDome subscription. Compare pricing plans

11 articles

Integrations

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

23 articles

Team Management

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

20 articles

Team Members Essentials

Setting up TaxDome account and essential features for team members

14 articles

Site Management

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

8 articles

Support & Troubleshooting

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

21 articles

Reporting

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

11 articles

International Integrations

Tailor TaxDome to your local services with country-specific features

5 articles

Legal

Legal and Compliance

2 articles

How-To Videos

3 articles