Get Help and Tech Support

We’ve designed TaxDome to be intuitive and easy to navigate so you can pick things up quickly and run your practice smoothly. Plus, whenever you need help, we’ve made sure that you can always find the guidance and support you need—however you need it.

Here’s a short overview of all the help and tech-support options we offer you:

• TaxDome Academy
• The TaxDome Help Center
• In-Depth Product Webinars
• YouTube Tutorials
• System Updates
• Tech Support
• Screen-Share
• Resources for Clients
• Feature Requests

TaxDome Academy

TaxDome Academy is an online learning tool to simplify the learning curve while adapting TaxDome capabilities to your needs. The ultimate goal of the Academy is to provide you with courses on every feature of TaxDome and help optimize it for your practice in the process.

Courses in the Academy consist of three lessons with videos on the topic at hand and quizzes at the end of each lesson. For each course, you get a successful course-completion certificate.

You can always access TaxDome Academy by clicking Help in the top navigation bar.

The TaxDome Help Center

The Help Center is filled with detailed guides to assist you with pretty much any question. Access it by navigating to help.taxdome.com or by clicking Help in the top navigation bar, typing a keyword into the search field, then choosing from the list of related articles.

You can also access the Help Center from the Mobile App. Tap the question mark help button in the upper-right corner of the screen, then choose Help center. 

In-depth product webinars

TaxDome's educational webinar series was designed to delve into specific topics that provide practical insights. They are available on demand. Watch and enrich your understanding of TaxDome. Webinar training sessions that cover these topics:

• Explore how to get started in TaxDome
• Leverage workflow automation in TaxDome
• Get paid: engagement letters, proposals, invoices
• Master document management
• Manage your team efficiently
• Onboard new employees quickly
• Streamline client communication
• Introduce TaxDome to your clients
• Get docs signed quickly using e-signatures
• Create forms your clients will actually complete
• Unlock data-driven insights with AI-powered reporting

Check out the TaxDome Product Webinars page to watch some of our recordings and register for upcoming webinars!

YouTube Tutorials

Do you love visual assists? Subscribe for free to our YouTube channel to see our latest videos!

A lot of our short videos about specific features are embedded in our help articles, but you can also watch these directly on the TaxDome YouTube channel. And remember, you can always get to our channel by clicking Help in the top navigation bar.

System Updates

We release system updates several times a week. If you want to stay up-to-date on all new features, click What's new in the top navigation bar. We post updates almost daily, so check in regularly.

Note: To receive notifications, click ALLOW once the pop-up appears.

Tech Support

Not finding the answers you need? Prefer hands-on help? We’re at your service.

Click the question mark help button in the upper-right corner of the screen, then select Get Help. 

In the newly opened widget, click Chat with us and tell us how we can help. We’ll respond as soon as possible.

To see old chats, open the Messages tab in the widget or go to the latest conversation by clicking Recent message on the Home tab.   When you’re done, click X in the upper right corner to close the help widget.

Note: For new users, the help pop-up is automatically displayed on every page for the first three months of TaxDome usage. It can be closed but it still appears after the page reload.