Test your setup before going live

When you’re just getting started, before going live, it is helpful to test your setup. It allows you to check how everything works and see it from your client’s perspective. For example, it lets you check how jobs automove in your pipeline and which automations are triggered.  

Test client accounts

Test client accounts, explained

Even during the trial period, you can create unlimited client accounts in TaxDome without additional payment. This means you can create test client accounts with different configurations and use them as you wish. It is an excellent opportunity to get to know TaxDome from all perspectives and test something before going live.

You can log into the test account from the web portal or the client mobile application. 

For example, you might want to use test client accounts:

• When creating an organizer, before you send it to real clients, you can send it to a test client, log into their account and then see how exactly your clients will see this organizer and interact with it.
• When filing a joint report, you can create a test account and link two contacts to this account. After that, you can request both contacts to sign a test document, log in under the contacts’ email, and go through the whole signing workflow.
• When creating a pipeline with automoving jobs and different automations enabled, you can create a job for a test account and see which actions are performed automatically.
• When helping your clients with using the client portal, you can log into your test account and replicate their steps, so that you understand each other better and find a solution together.

Create test client accounts

To create a test client account:

1. Click the New button on the top left, then select Account from the slide-out menu. Or, click New on the Accounts page. Fill in the account information.
2. When filling in the contact information:
   1. If you’re using Gmail, in the Email field, use the email address you use to log in as a firm owner, but add the + sign and any word you want to the end of your email address. For example, if your email is 'janedoe@gmail.com', you can use 'janedoe+client@gmail.com' or 'janedoe+test@gmail.com'. You can use as many different aliases as you need. If you sign up using the alias of your current email, emails both for you as a firm owner and for you as a test client will arrive in one inbox.
      If you're not using Gmail, you can create another email address just for testing or use your personal email.
   2. Toggle on Login to be able to log into the test account.

  3.  If needed, link more contacts to the account.

  4.  After you click Create, go to your email inbox, click the link in the email and create a password to activate the account.

Use test client accounts

To avoid constant switching between your firm owner and test client accounts, you can use one of the following methods:

• Log in using the incognito mode in your web browser. For example, you can log in as a firm owner in a regular browser window. Then, you can log in as a test client in incognito mode. In most browsers (e.g., Chrome), you can freely switch between regular and incognito windows.
• Use different browsers for the firm owner and test client accounts.
• If you’re interested in seeing what the mobile app looks like, you can use the mobile app for the test client account and a web browser for the firm owner account or vice versa.

Test payments

Once you have a test client account, you can test all payment-related features so that you don't have to worry if something goes wrong with your and your client's money. 

There are two main approaches to testing payments in TaxDome:

• 0$ invoices: when you want to do the same as your clients. Most suitable for testing what clients see after they pay.
• Offline payments: when you want a quick result. Most suitable for testing payment-related automations. 

0$ invoices

If you want to go through the whole payment process and test just paying invoices or unlocking docs after paying them, you can:

1. Create a 0$ invoice.

2. Log into your test client account. 

3. Find the 0$ invoice and click Pay. This will trigger all connected automations so that you can see what exactly happens when your client pays. 

Note! This tip applies only to client portal payments. It doesn't work for paying via the link or for testing Stripe/CPACharge integrations.

Offline payments

If you want to quickly test payment-based automation and already know what your clients see when they pay, use offline payments:

1. Issue an invoice for your test client.
2. Settle it with an offline payment. Select Do not use payment for revenue calculations. 
3. Check if the result corresponds with your expectations.