Custom website (Basic): Set up a custom website URL

TaxDome allows you to fully white-label your website address: Use your own domain name (e.g., yourtaxfirm.com) without including ours (e.g., yourtaxfirm.taxdome.com). Here, we show you how.

💡 This can get a little technical. Fast-forward to Help! I want you to set up my custom domain if you want to avoid the jargon and have us take care of it instead.


Covered here:

Add the DNSRecords to Your Domain Name Registrar DNS

If you own a domain, you’ll need to add the DNS records to your registrar’s DNS.

  • To set up the main domain (e.g., yourtaxfirm.com):

Many registrars don’t allow you to add a CNAME record for the main domain. We offer a free redirection service to bypass this limitation. On your domain name registration’s DNS management page, go to the DNS records section,  create three new A records for @: one that points to 34.198.164.57, another one points to 3.218.123.74 and the third one points to 18.215.202.77 (the redirection addresses). Next, create a CNAME record for www and point it to your TaxDome subdomain in the following format: yourtaxfirm.cd.taxdome.com. Then save the changes.

  • To set up a subdomain (e.g., portal.yourtaxfirm.com):

On your domain name registration’s DNS management page, go to the DNS records section, create a CNAME record for your subdomain, and point it to your TaxDome subdomain in the following format: yourtaxfirm.cd.taxdome.com. Then save the changes.

Domain name registrars have different interfaces for setting this up. Below, we show you how with some frequently used ones:

It can take up to 48 hours for a CNAME record to get updated, but it’s usually about an hour.

Add Your Domain/Subdomain to Your TaxDome Account

Your custom domain won’t work until you add it to your TaxDome account. A custom domain can be added by a firm owner or admin.

Go to Settings > Firm Settings from the left menu bar. Find the Custom Domain pane, then enter your custom domain or subdomain (if you are keeping your website separate from your TaxDome portal) in the required field. Click Link custom domain. TaxDome automatically verifies that the domain/subdomain is set up correctly, and then issues an SSL certificate (this authenticates the website and enables an encrypted connection).

Once you’ve added a custom domain/subdomain for your TaxDome portal, you, your team, and your clients will be able to access the portal at the new URL.

tip

Note! We offer only one custom domain per firm.

Getting an Error?

  • Check that there are no spaces in your domain name or after it.
  • Check the spelling of your domain name.
  • Check that all letters are lowercase.
  • The domain/subdomain you’ve added in the DNS settings should match the one you’re adding in TaxDome’s settings. For example, if you’ve added a CNAME record for the subdomain name “portal,” you should type “portal.yourtaxfirm.com” in TaxDome’s settings; if you’ve added DNS records for “www,” you should type “www.yourtaxfirm.com” in TaxDome’s settings.
  • Check that the CNAME record points to a value in the following format: yourtaxfirm.cd.taxdome.com.

If your domain isn’t verified within 24 hours, request help from our support team!

Example: How to Set Up a GoDaddy DNS for Your Main Domain

To make your clients see your main website URL in the address bar instead of taxdome.com, follow these steps:

1. Go to the domains page on GoDaddy, click your domain name, scroll down to Additional Settings, then click Manage DNS.

2. Navigate to the DNS Records section at the top of the same page, locate the A row with @ in the Name column, then click the Edit button to the far right to make changes to it.

3. Enter 34.198.164.57 in the Value field, then click Save

4. Click Add button, choose A in the Type field, enter @ to the Name field and 3.218.123.74 to the Value field. Click Add record.

5. Repeat the previous step, but this time add  18.215.202.77 to the Value field.

6. Navigate to the DNS Records section at the top of the same page, locate the CNAME row with www in the Name column, then click the edit to the far right to make changes to it.

7. Enter your custom TaxDome URL (in the format yourtaxfirm. cd.taxdome.com) in the Value field, then click Save.

8. Add your main domain to your TaxDome Account (for more details, go here).

Example: How to Set Up a GoDaddy DNS for a Subdomain

To set up a custom subdomain to your TaxDome client account portal (e.g., portal.yourtaxfirm.com), use your main URL for your website and make the subdomain point to your TaxDome client account portal.

Here’s how:

1. Go to the domains page on GoDaddy, click your domain name, scroll down to Additional Settings, then click Manage DNS.

2. In the DNS Records section, add a new CNAME record by clicking Add:

  • In the Type field, select CNAME from the drop-down menu.
  • For Name, enter your subdomain name (e.g., portal). Note: Do not type your main website URL here (e.g., portal.yourtaxfirm.com); you will get an error.
  • For Value, enter your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com).

3. Click Add record.

4. Add your subdomain to your TaxDome account (for more details, go here).

Example: How to Set Up a Bluehost Domain/Subdomain

For more detailed instructions on how to forward your Bluehost Domain, go to Bluehost’s support site.

Here are the quick instructions:

Setting up a Main Domain

  1. Go to the Domains page in your Bluehost dashboard, then click Manage to the right of the domain name you want to add a DNS record to. Click on the DNS tab.
  2. Either modify the existing A Record or create a new one by clicking Add DNS Record. In the Host Record field, enter @. In the Points to field, enter 34.198.164.57. Click Save. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.
  3. Click Add DNS Record, select CNAME as the type, then enter www in the Host Record field and your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com) in the Points to field. Click Save.

Setting up a SubDomain

  1. Go to the Domains page on your Bluehost dashboard. Click Manage to the right of the domain you want to add a CNAME record to. Click on the DNS tab.
  2. Click Add DNS Record, select CNAME as the type. In the Host Record field, enter your subdomain name (e.g., portal). In the Points to field, enter your TaxDome firm URL (e.g., yourtaxfirm.cd.taxdome.com). Click Save.
attention

Attention! We’ve had DNS issues with Bluehost. If you can, try another registrar to avoid DNS errors.

Example: How to Set Up a Namecheap Domain/Subdomain

Here’s how:

1. Go to the Domain List section of your Namecheap account, click MANAGE to the right of your domain name, then open Advanced DNS.

2. Select your option:

To Set up the Main Domain

Click ADD NEW RECORD or edit the existing A Record: In the Host field, enter @; in the Value field, enter 34.198.164.57. Save your changes. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter www. In the Value field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Save your changes.

To Set up the Subdomain

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter your subdomain name (e.g., portal). In the Target field, enter your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com). Click the checkmark on the top right to save your changes.

3. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Squarespace Domain/Subdomain

Here’s how:

1. Go to the Domains section of your Squarespace account, select Manage Domain for your domain, then open ADVANCED SETTINGS.

2. If you want to set up your main domain (e.g., www.yourtaxfirm.com), select the Website Defaults section from the pull-down menu, then remove your default records by clicking on the delete icon. If you want to set up your subdomain (e.g., portal.yourtaxfirm.com), skip this step.

3. Select your option:

To Set up the Main Domain

Scroll to A Record. In the first field, enter @. In the URL field, enter 34.198.164.57. Click ADDAdd two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Scroll to CNAME Records. In the first field, enter www. In the URL field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click ADD.

To Set up the Subdomain

Scroll to CNAME Records. In the first field, enter portal. In the URL field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click ADD.

4. Click SAVE on the top left.

5. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Wix Domain/Subdomain

Here’s how:

1. Sign in to your Wix account, click your name on the top right, then select Domains.

2. Open the Advanced tab.

3. Click Edit DNS.

4. Select your option:

To Set up the Main Domain

Go to the A (Host) section, click + Add another link or edit the existing record. Leave the Host Name field blank. In the Points to field, enter 34.198.164.57. Click Save DNS. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Browse to the CNAME (ALIASES) section, then click + Add another link. In the Host Name field, enter www. In the Points to field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click Save DNS.

To Set up the Subdomain

Browse to the CNAME (ALIASES) section, then click + Add another. In the Host Name field, enter the required subdomain (e.g, portal). In the Points to field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click Save DNS.

5. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Google Domain/Subdomain

For more detailed instructions on how to forward your Google Domain, go to Google Domains Help.

Here are the quick instructions:

1. Sign in to Google Domains, click the domain you want to set up, then click the burger menu. Click the DNS icon and scroll to the Custom resource records section.

2. Select your option:

To Set up the Main Domain

Create or edit the A Record: Either leave the first field empty or enter your domain name. In the drop-down menu, select A. In the TTL field, enter 1H. In the data field, enter 34.198.164.57. Click AddAdd two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Create a CNAME record: In the first field, enter www. In the drop-down menu, select CNAME. In the TTL field, enter 1H. In the Data field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com).

To Set up the Subdomain

Create a CNAME record: In the first field, enter the required subdomain (e.g., portal). In the drop-down menu, select CNAME. In the Data field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com).

3. Add your domain/subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Domain.com Domain/Subdomain

Here's how:

1. Go to the Domains section of your domains.com account, click the Manage link for your domain, go to the DNS & Nameservers section, then select the DNS RECORDS tab.

2. Select your option:

To Set up the Main Domain

Click Add DNS Record or edit the existing A Record: In the Name field, enter @; in the IP Address field, enter 34.198.164.57. Save your changes. Add one more A record and point it to 34.198.164.57. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Click Add DNS Record. In the Type field, select CNAME. In the Name field, enter www. In the Content field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Save your changes.

To Set up the Subdomain

Click Add DNS Record. In the Type field, select CNAME. In the Name field, enter your subdomain name (e.g., portal). In the Content field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Save your changes.

3. Add your subdomain to your TaxDome Account (for more details, go here)

Example: How to set up a Cloudflare domain/subdomain

For more detailed instructions on how to forward your Cloudflare domain, go to Cloudflare’s support site.

Here are the quick instructions:

Setting up a main domain

1. Log in to your Cloudflare account.

2. From the drop-down menu on the top left, select your domain.

3. Select the DNS settings tab.

4. Add a new A record for @

  • Type — A 
  • Name @
  • IPv4 address — 34.198.164.57
  • Proxy status — off.

5. Add a new CNAME record: 

  • Type — CNAME
  • Name — www
  • Domain name — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com) 
  • Proxy status — off.

6. Click Save when you’re done.

Setting up a subdomain

1. Log in to your Cloudflare account.

2. From the drop-down menu on the top left, select your domain.

3. Select the DNS settings tab.

4. Add a new CNAME record:

  • Type — CNAME
  • Name — portal
  • Domain name — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com) 
  • Proxy status — off.

5. Click Save when you’re done.

Removing your domain

To remove a custom domain that has been successfully added to your TaxDome portal, click the Remove custom domain button, then confirm.

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