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

Here, find out how to change your TaxDome portal URL for white-labeling. This process involves technical steps, so if you're unsure, consider delegating it to your technician or use free assistance from our support team.

To use a custom domain for your TaxDome portal, you'll need to make changes in two places: first, by adding DNS records through your domain provider, and second, by linking the domain in your TaxDome portal settings.

Step 1. Set custom domain on your domain provider side

How many DNS records you should add depends on how you want to integrate TaxDome with your existing website. Below, you’ll find two options—choose the one that best fits your needs and follow the instructions below:

• I want to add link to TaxDome client portal on my website: add a button or link to your portal and make it accessible as if it was a regular page on your website (portal.yourtaxfirm.com).
• I want TaxDome client portal to open instead of my website: your portal will open directly at your custom domain (yourtaxfirm.com).

I want to add link to TaxDome portal on my website

You'll need access to your domain provider account to set up the custom domain. The process varies by provider, so we’ll outline a general approach using GoDaddy and general-ledger.online as an example. For the other providers, apply the same steps.

1. Choose a name for your TaxDome portal’s web address—like portal, account, cabinet, etc. This will be part of your firm portal URL (e.g., portal.general-ledger.online).

2. In the domain provider’s admin panel (outside of TaxDome), create a CNAME record. Set the name to your chosen word (e.g., portal) and point it to yourtaxfirm.cd.taxdome.com as shown below:

Example (GoDaddy):

Attention! It may take up to 48 hours for a DNS record to get updated, but it’s usually about an hour.

Here are instructions for adding DNS records for popular providers:

• GoDaddy
• Wix
• Cloudflare
• Google
• Domain.com
• Namecheap
• Bluehost
• Squarespace

3.  Once you have it, link the domain in your TaxDome portal settings following the instructions below.

I want TaxDome portal to open instead of my website

You'll need access to your domain provider account to set up the custom domain. The process varies by provider, so we’ll outline a general approach using  GoDaddy and general-ledger.online as an example. For the other providers, apply the same steps.

Attention! If you already have a website, remove the A records before setting up your domain for TaxDome. If this is not done, when specifying a custom domain in the TaxDome settings, you will get an error indicating a DNS records conflict.

1. In the domain provider’s interface (outside of TaxDome), create three A records for the custom domain in the following format:

Example (GoDaddy): 

2. Create a CNAME record for www and point it to yourtaxfirm.cd.taxdome.com in the format:

Example (GoDaddy): 

Here are instructions for adding DNS records for popular providers:

• GoDaddy
• Wix
• Cloudflare
• Google
• Domain.com
• Namecheap
• Bluehost
• Squarespace

3. Once you have it, link the domain in your TaxDome portal settings following the instructions below.

Step 2. Link custom domain (in TaxDome)

After completing the first step on your provider's side, link domain in your TaxDome portal settings:

1. Go to Settings > Firm settings from the sidebar menu.