Advice and answers from the TaxDome Team

Getting Started

Overview the very basics of TaxDome for more efficient software usage.

12 articles

Workflow & Automation

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

22 articles

CRM & Clients

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

20 articles

Documents

Store, share documents, get client approvals and request e-signatures with KBA.

25 articles

Messaging

Secure communication: emails, messages, tasks for your clients.

15 articles

Apps

Access TaxDome on your desktop via our apps and mapped drive.

7 articles

Billings

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

18 articles

Team & Plans

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

12 articles

Site Management

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

9 articles

Legal

Everything is legal with TaxDome. Be confident.

1 article

Support & Troubleshooting

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

14 articles