Firm settings

This article covers the settings available at Settings > Firm settings page.

Note

Only firm owners and admins can change these settings. All changes made to firm settings are reflected on the Activity feed page.

Contact details

This section stores your firm’s contact information, shown to clients.

About us

This section controls the description and photo shown on your firm’s login page. By default, the login page displays only your company name.

Firm portal URL and custom domain

This section shows your firm’s default TaxDome portal URL and lets you link a custom domain or subdomain for white-labeling. See setting up a custom website URL for the full DNS and linking process.

Note

To rename your default .taxdome.com portal URL—for example, changing oldname.taxdome.com to newname.taxdome.com after a firm rebrand— contact TaxDome support . This is separate from linking a custom domain, which you can do yourself using the steps above.

Two-factor authentication (2FA)

This section lets you require an authenticator app for signing in—for team members and/or clients—instead of relying on email verification alone. Read more about authentication methods for your firm .

Chats

This section controls whether clients can start new chat threads from the portal. More on customizing the client portal .

Documents

This section turns on TaxDome AI features that automatically match, rename, and tag documents clients upload—each feature works independently. More on how TaxDome AI works.

Client support

This section enables or disables TaxDome Client Care, giving clients direct access to TaxDome’s support team for platform-related questions. More on TaxDome Client Care .

Info

Available for TaxDome Business plan firms in the US/CA only.

Social media links

This section adds links to your firm’s social media profiles, shown on the login page and client dashboard.

Logo upload

In this section, you can upload your firm’s logo, which will be displayed at the top of the login page.

Note

This logo appears on the login page and client dashboard only. The self-signup page can’t be rebranded and always shows the TaxDome logo.

Before uploading, make sure your logo file meets these requirements:

File requirements:

• Format: PNG, JPEG, or JPG
• File size: up to 4 MB
• Minimum size: 40px on the shortest side (160px recommended for retina displays)
• Maximum size: 5000px on any side
• Aspect ratio: no restrictions—horizontal, vertical, and square logos are all supported

File name requirements:

• Use only alphanumeric characters, underscores and hyphens
• Start with a letter or number
• Do NOT use spaces—use underscores instead
• Do NOT use special characters, such as !, @, #, $, %, etc.
• Include the file extension (e.g. JPEG, JPG, or PNG)
• Limit length to 255 characters or less

Note

The image is scaled proportionally with no cropping or distortion.

International settings

In this section you can set up your firm’s time zone, used across TaxDome for scheduling and dates, and language of the portal, apps, and emails.

Contact name format

This section sets whether new contacts are created with a first and last name only, or also include a middle name.

Signatures

This section configures e-signature security options—requiring client login, knowledge-based authentication (KBA), and qualified/advanced electronic signatures (QES/AdES)—and the default date format for signature requests. More on e-signatures settings .

Default account access

This section sets which team members are automatically assigned to every newly created client account. More on account access for team members .

Editor access

This section grants TaxDome’s support team temporary access to your account for troubleshooting.

Default folder template

This section sets which folder will be automatically created for the new accounts. Learn more about default folder templates in the dedicated article .

System-generated emails and sending limit

This section covers what’s included in emails TaxDome sends to clients automatically, and how many emails each team member can send per day.

Client portal settings and announcement

Client portal settings control how client-uploaded image files are handled in the client portal. More on customizing the client portal . Client portal announcement is a notification shown to clients when they log in. See making announcements to your clients for the full workflow.

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