Team member (Basic): Registration & set-up
Learn what to do when you’ve received an invitation from a colleague to join TaxDome. Jump right in—we promise it will be rewarding and ultimately make your job easier. Create a password and upload your photo, then sync your email to be able to see and reply to your client emails directly from TaxDome.
Covered here:
- Activating your team member account
- Uploading your photo
- Syncing your email
- Changing notification preferences
Activating your team member account
A TaxDome team member account is created by the firm owner or admin. To activate your TaxDome account, follow these steps:
1. Open the invitation email you’ve received from TaxDome, then click on the Join your team button.
2. Check if your first, middle and last name is correct and type in the password into the Set up your account pop-up. It should contain at least 12 characters, at least one uppercase letter, at least two numbers, and at least two special characters (like !, $, %, etc.). Enter the password twice to confirm it, then click the Submit button and now you're done.
You can log in to your TaxDome account at any time.
Uploading Your Photo
Immediately personalize your TaxDome account:
1. Click your profile at the top right, then click Account settings. Then click the edit icon in the top right corner of the Personal Details section.
2. Click Upload Photo to add the picture of yourself, locate the image, then crop it to fit.
3. Click Save.
To update your photo, click the Upload New link, then upload as described above.
Syncing Your Email
Syncing your email will allow you to see and reply to all your clients’ emails right on TaxDome.
Read more on specific email provider sync options in our help article Sync Your Email With TaxDome.