Get Help Setting Up Your Firm, Custom Domain, or Landing Page
Are you having trouble importing your client data or setting up your firm portal, custom domain, or landing page? We’re here to help—or even do it for you!
All mentioned settings can be changed by a firm owner or admin.
Covered here:
- Help! I want you to set up my firm (Import my client list, etc.)
- Help! I want you to set up my custom domain
- Help! I want you to set up my landing page
Help! I want you to set up my custom domain
1. Share your domain access with our support team. Nearly all domain registrars allow sharing access to your domain with another user. Once you’ve shared it with success@taxdome.com, we’ll be able to set up your DNS—but we won’t be able to see or change your account information, such as payment methods and passwords.
Refer to your domain registrar’s specific instructions:
- GoDaddy
- Namecheap
- Squarespace
- Google Domains
- Wix
- Any other we should add here?
Tip! Unfortunately, some domain registrars don’t provide access to DNS settings to any user but the site owner. If that is the case, set up your DNS for yourself or share your account information with us and change your password when we're done.
2. Fill in the form to let us know that you’re ready—then we’ll take it from there.
To assist you, your TaxDome support person will be able to view and edit data in the Custom Domain pane of the Settings > Firm settings page and the Settings > Site builder page of your firm’s portal.