Advice and answers from the TaxDome Team

Getting Started

Overview the very basics of TaxDome for more efficient software usage

13 articles

Set-Up Assistance

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

5 articles

TaxDome Academy

Learn the TaxDome basics in under an hour

4 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


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

11 articles

CRM & Clients

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

31 articles


Store, share documents and get client approvals.

31 articles


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

10 articles


Create organizers with conditional questions and documents requests

11 articles


Secure communication: emails, chats, tasks for your clients

20 articles


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

48 articles

Workflow & Automation

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

53 articles


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

29 articles

Subscription Plans & Pricing

Learn everything about TaxDome subscription. Compare pricing plans

12 articles


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

18 articles

Team Management

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

22 articles

Site Management

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

8 articles


Legal and Compliance

1 article

Support & Troubleshooting

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

22 articles

How-To Videos

3 articles

TaxDome Lite

Using TaxDome Lite? All useful tips are in one place, here

46 articles