🏁 Your First Week With TaxDome: Onboarding Checklist

1. Know the difference between accounts and contacts. An account is an entity; a contact,a person. You handle accounts on TaxDome: Some might be personal accounts, others business accounts. The actual people (aka clients) who have accounts on TaxDome are identified by contacts: that is, a first and last name and email address.
2. Prepare your client account list for import. Get all your clients on TaxDome by importing their data from a CSV file. Most tax softwares and email platforms will generate a CSV file.
3. Import your CSV file to TaxDome. Once the CSV file is prepared, you’re ready to transfer your client data to TaxDome.
4. Invite your clients to TaxDome. Send your clients invitations to use their TaxDome portal. They’ll be able to complete tax organizers, share important documents, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions and more—all in one spot.

Optional steps: We offer lots more great features you’ll want to explore.

• Create tags: Create tags to ID your different types of clients, then start applying them while you import. Tags are especially handy when you filter lists. Some examples of tags for different types of clients: Bookkeeping, Return, Monthly, Quarterly.
• Create/edit a default folder template: If you use a custom folder structure for your client documents, create a folder template for it on TaxDome before importing your clients.
• Set up custom fields: You’ll need to include more about your clients than just their names and email addresses. To do this, you need custom fields. Think: Address, Zip Code, Birthday with an empty field that gets filled in with each person’s details. You’ll also be able to use those custom fields as shortcodes (a code that becomes a person’s name in a message or email) to save time and personalize communications.
• Introduce TaxDome to your clients: Check out our great tips and templates.

1. Discover how Docs work. Each client account has a Docs tab where their documents are stored.
2. Learn how to request e-signatures. E-signatures allow clients to e-sign their prepared documents and forms directly on their TaxDome portal. One or more clients can e-sign a document.
3. Sync your email. Once your email is synced with TaxDome, you’ll have a shared inbox with each client. You’ll also get notifications about new emails from clients.
4. Start using our secure messaging. Our Chats feature allows you to securely communicate with clients and team members in real time. Use Chats to schedule appointments or ask clients for missing documents or anything else you need from them.

Optional steps: We offer lots more great features you’ll want to explore.

• Download and install the TaxDome desktop app. This allows you to upload documents to TaxDome lots of different ways without a browser.
• Use TaxDome Drive to copy documents. With this great tool, drag-and-drop documents in bulk to TaxDome from your file manager.

1. Add your team members to TaxDome as users. Select annual or monthly subscription for your team members. Depending on their responsibilities, give them the access rights they’ll need.
2. Assign your team members to clients. Team members are limited on TaxDome until they have client account access. Give them access to only specific client accounts or to all client accounts. Or they can also have access to accounts when assigned specific tasks.
3. Make pipelines available to your team members. Team members need to be added to pipelines to have access to them. Even if a job for a team member’s assigned account is added to a pipeline, they will not have access to it until you edit the pipeline to include them.

Optional steps:

• Understand team member roles: This helps manage your work efficiently.
• Understand task assignees: Assign to-dos to your team members both inside and outside pipelines.
• Explore team communication options: Use @ mentions for in-app communication with team members.