Custom Website (Advanced): Build a Website
This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.
Our intuitive built-in website editor allows you to create your own customized site and set it live, no programming or technical skills are required. If you’ve thought about building a landing but have been procrastinating because it seems too hard, then creating one on TaxDome might be just the thing for you.
- Let TaxDome Host Your Landing Page, Existing or New Website for Free
- Moving Your Existing Website to TaxDome
- The ABCs of Building Your First Website
- Adding a Contact Form
- Creating a Blog
- Customizing SEO Settings
- Saving, Previewing, and Publishing Your Site
- Unpublishing Your Site
- Who Can Do This?
- Having Issues Setting Up Your Landing Page? We Can Do It for You
Let TaxDome Host Your Landing Page, Existing or New Website for Free
- Our subscription includes website hosting on TaxDome, with no third party involved. Use our intuitive website builder to set up your landing page.
- It comes with a secure SSL certificate: All Web traffic will be SSL/TLS-encrypted, and clients can verify that you are the owner of the website.
- Your site can be accessed via your firm’s TaxDome URL or your own. To use your own website address, you’ll need a custom domain. If you already have one, set it up so that it points to your website on TaxDome, and you can then use your client portal as a subdomain (portal.domain.com).
- If you still don't have a domain name, you can get a free one as a part of your TaxDome subscription. For more info, go here.
- Having trouble setting up your landing page and/or custom domain? If you have a paid subscription to TaxDome, we can build your website for you—or move your existing one to TaxDome while retaining the original design or making any requested changes. For more info, go here.
Moving Your Existing Website to TaxDome
If you’ve already built your own website, move it to TaxDome where we host it for free! Using the Import feature of our website builder, you can migrate your website without backing up your files, downloading them to your computer, and so on.
Note! Only the front end of a website (what you see visually on the site) can be imported. Thus, the Import feature will not work for websites that require databases or any other backend features.
1. Go to Settings, then select the Site tab. Click Start editing website.
2. Click the New/Reset button, then select Import.
Or you can click the New/Reset button, select Change template, then select Website import.
3. Enter the URL of your website, click Import, then wait several minutes for the import to be performed.
Once the import is completed, the website pages will be displayed inside the website builder where it can be modified further. Below, see Saving, Previewing, and Publishing Your Site.
The ABCs of Building Your First Website
Ok, are you ready? If you want to build your own site on TaxDome, these are the main tools you’ll need to master. Don’t worry, it’s not rocket science (remember, it’s intuitive!). We break it down for you: Follow A through G to become a TaxDome website-building pro:
- A. Select a Template
- B. Create Pages
- C. Add Content to Your Page
- D. Edit Element Properties
- E. Edit Copy
- F. Move, Lock, Duplicate, Hide Page Elements
- G. Create Links
A. Select a Template
Building a landing from scratch is time-consuming, so we’ve done most of the work for you. All that’s left is making some easy choices: First, select a template for the basic layout, then customize it to make it to look even better.
1. Go to Settings, then select the Site tab. Click Start editing Website.
2. Browse the templates to find your favorite one. To see what it will look like, hover your mouse over the template thumbnail, then click Preview. To apply a template, hover your mouse over the template thumbnail, and then click Select.
Once the template has loaded, start customizing it inside the editor window of the website builder.
B. Create Pages
To add extra pages to your site:
Go to the HOME button in the upper right corner of the page, click the down arrow on the right, then select Edit in the drop-down menu.
Click the New Item link, then enter the item name and specify the item type by selecting Page or Link.
Enter the properties, then click Apply.
Don’t forget to add a link to your portal: /app
Add an / app page link (e.g., yourfirm.taxdome.com/app) to your site menu. This way, clients will be able to access their TaxDome portal from the site; the app page redirects them to either the login page or—if there’s an active session—their client account portal (e.g., yourfirm.taxdome.com/app/dashboard).
Once a page or link is created, specify whether you want it to show up in the site menu. Also, define the order of your pages in the menu by dragging-and-dropping items.
C. Add Content to Your Page
There are two ways to build a page, which are easily combined or can be used separately:
- Use single elements like buttons, links, shapes, and images. These also include interactive elements like Google Maps, social icons, galleries, embed videos, and so on. To choose elements for your page, drag-and-drop the appropriate toolbar button to the desired position. To make sure your elements are positioned correctly, use the Layout option. It helps to mark the location of the page elements.
- Add blocks to speed up the process of prototyping and page building. A page block is a predesigned block of content that is used for a certain section, like Testimonials, About Us, or Services. A page block has images, buttons, links, and other elements that can be easily edited or deleted. You have 100 percent design control, but you don’t have to build from scratch. To add a page block, click the Blocks button, select a category from the list, choose the block design, then click Add.
D. Edit Element/Block Properties
Every element/block added to your page has editable properties. To access them, click on the element/block—properties are then displayed in a panel on the right. The available properties depend on the object type.
To ensure that your website looks great on all devices, do not use fixed Width and Height settings. Also, make sure you have the Allow to adjust size automatically checkbox selected.
E. Edit Copy
To edit a text element, double-click on any text box in the preview screen. Write the copy. Once you’ve finished, click the Done button or anywhere outside the text box.
F. Move, Lock, Duplicate, Hide Page Elements
You can move an element on a page: Point your cursor on the edge of an element, then drag it.
To lock the element in place, hover your mouse over the element, right-click, then select Lock from the drop-down menu. Once the element is locked, it won’t budge. To move it again, return to the drop-down menu and select Unlock.
To duplicate an element, hover your mouse over it, right-click, then select Duplicate from the drop-down menu. The element will appear below the original one. If you’d like to paste a copy somewhere else, you can use the Copy and Paste Element commands instead.
Page elements can be deleted. Hover your mouse over the element, right-click, then select Remove.
To hide certain elements on a page according to the device used, hover your mouse over the element, right-click, select Visibility, then select the device type.
G. Create Links
Anything on a page can have a clickable link that will bring visitors to another page:
Click the element, then select Link in the panel on the right.
Click the edit icon next to the URL, specify the link properties, then click Apply.
Adding a Contact Form
Adding a contact form to your website allows current and future clients to enter their contact info and email you. Many templates already have a Contact Us form installed, and one can also be added on our website builder by going to Blocks and selecting the Contacts section, then choosing the appropriate element.
Regardless of how you add the contact form, you’ll need to set it up so that you receive messages at your email address:
1. Click the blue gear icon at the top right, then copy the URL from the Copy this URL to enable contact form submissions field.
2. Select your contact form in the website builder, go to the E-mail settings, then paste the URL to the Submit to URL instead field.
Plus, you can also...
- ...customize the message your site visitors will receive once they’ve submitted the form: Enter your custom text in the Form sent Message field (see above).
- ...decide which team members will receive form submissions (by default, they are sent to the firm owner): Click the gear icon on the top right, then select the team members (see below).
Creating a Blog
Blogging is a great way to attract visitors to your website and increase visibility on search engines. The more content you have on your blog, the more chances search engines will peg your site as a valuable resource.
If your site is hosted on TaxDome, you can add a blog at no additional cost. Create the page where you want it to be, click Blog, then select your favorite layout. Once you click on a blog element, customize it by changing things like color, using the settings in the panel on the right.
- To edit default posts and add new ones, click the Edit posts button in the panel on the right.
- Or open any of the existing posts, then click the Edit link on the categories list.
Customizing SEO Settings
Using our website builder, customize titles, descriptions, and keywords for your website. Click the down arrow to the right of the gear icon in the upper-right corner of the page, then select SEO from the pull-down menu. Click Default (for all pages) on the left to fill in the website info, then click Apply. Select the site pages one by one and fill in their titles, descriptions, and keywords where needed.
See How to Improve Your Website Visibility on Search Engines to find out more about search engine optimization.
Saving, Previewing, and Publishing Your Site
To save your changes, hover the mouse over the Publish button, then select Save Draft.
Once you finish working on your site, preview it. Click the Preview button to see what it will look like on different screens. Click Close to exit the preview mode.
Tip! To make sure your site looks great on all resolutions, select the Switch to vertical layout on smaller screens checkbox for your horizontal layouts.
If you’re happy with what you see, click Publish.
Once the site is published, visitors can get to it by navigating to your firm’s TaxDome URL.
Unpublishing Your Site
You can temporarily hide your site so that clients won’t see it. Turn off the Enable Website toggle at the top of the page.
Who Can Do This?
A firm owner can create a website hosted on TaxDome. If you’d like someone on your team to do it instead, you’ll have to give them access rights to manage the site.
1. Go to Settings, select Team & Plans in the menu bar, navigate to Active Team Members, then click on the team member’s name in the list.
2. Click on the Edit Access Rights pencil icon, then turn on the Manage site toggle.
3. Click SAVE.