TaxDome implementation support options

Table of Contents

Free implementation assistance
Setup & workflow assistance
Paid implementation assistance

Note

This article applies to US/Canada firms only.

New to TaxDome? We are here to help you with implementation and setup. Find out about assistance options to help your firm get started with TaxDome smoothly.

Free implementation assistance

Free implementation assistance is available based on your firm’s size (number of annual licenses). The number of scheduled sessions and business reviews you receive depends on your firm’s tier.

Firm size	Description
5–9 licenses	Scheduled sessions: Up to 2 × 30-minute sessions per month for guidance, training, or platform optimization Seasonal business reviews: 2 per year to help you prepare for key periods like tax season
10–24 licenses	Scheduled sessions: Up to 5 × 30-minute sessions per month for strategic discussions, training, or troubleshooting Seasonal business reviews: 2 per year, before and after tax season Quarterly business reviews: 4 per year
25+ licenses	Scheduled sessions: Up to 10 × 30-minute sessions per month for deep-dive discussions, training, or troubleshooting Seasonal business reviews: 2 per year Monthly check-ins: Regular tactical discussions to ensure continued success

For additional sessions beyond your included allocation, explore paid implementation assistance .

Setup & workflow assistance

Get expert support for client migration and domain setup at no additional cost.

Setup assistance	Description
Help with importing clients	If you have a long client list to migrate from your current CRM, we offer free assistance .
Custom domain setup	Remove `.taxdome.com` from your address by using a standalone web domain. For example, if you own sampletax.com, your login page can be portal.sampletax.com. We’ll help set up this cost-effective solution .