TaxDome Help Center
Knowledge Base — Guides, FAQ’s, Support
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Categories
Get started
Essential guides for new users to begin using TaxDome effectively.
Firm administration
Manage your firm's team, permissions, and operations.
Apps
All about TaxDome's desktop and mobile applications.
CRM
Learn how to set up and manage client data, profiles, and the client portal in TaxDome.
Documents
Upload, organize, and manage documents related to your practice.
Signatures
Explore secure e-signatures with advanced authentication, flexible management, and legal compliance.
Organizers & client requests
Tools for creating, sending, and managing organizers and client requests in TaxDome.
Client communication
Features for seamless communication with clients in TaxDome.
Billing
Comprehensive tools for managing invoices, payments, services, proposals, and tracking time.
Workflow & automation
Features to automate your workflows in TaxDome.
Team collaboration
Features to enhance teamwork and communication within your firm.
Integrations
Guides for connecting TaxDome with third-party tools and services.
TaxDome for your practice
Operational workflows tailored for bookkeeping, tax preparation, and payroll practices.
Support & Troubleshooting
Resources for troubleshooting and getting help.
What's new
Stay current with TaxDome: release notes, feature rollout stages, and how to suggest ideas.
TaxDome universe
Community & learning resources.