Advice and answers from the TaxDome Team

Getting Started

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

14 articles

Workflow & Automation

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

26 articles

CRM & Clients

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

24 articles


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

28 articles


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

15 articles


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

7 articles


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

19 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

8 articles


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.

16 articles