TaxDome Lite: Getting Started
This page is for TaxDome Lite users only.
Welcome to TaxDome Lite, specifically designed for people searching for an accounting-specific alternative to SmartVault or Dropbox—and equipped with a mobile-friendly client portal and mobile app, e-signatures and CRM to boot. TaxDome Lite is currently available in the U.S.A. and Canada only.
Below, find a glossary of all TaxDome Lite features. Watch the video for a quick overview, then click on any link to find out more about each topic.
Getting Started
- Onboarding Checklist For Your First Week With TaxDome Lite
- Dictionary
- Inbox+ Notifications
- Your Firm’s Setup
- Create & Apply Tags
CRM & Clients
- Contacts & Accounts
- Import a Client List
- Add Client Accounts
- Filter & Export Account List
- Client Account Profiles
- Custom CRM Fields
- Client Account Notes
- Client Portal—Introduce TaxDome to Clients
Documents
- Documents
- Document Statuses
- Uploading Documents
- Create & Apply Folder Templates
- Request E-Feedback (Approve/Disapprove) from Clients
- Request E-Signatures from Clients
- Knowledge-Based Authentication (KBA)
- Request Docs From Clients or Third Parties
- Share Docs With Third Parties or Clients Without Portal Access
Chats
Apps
Additional Features to Explore
- Two-Factor Authentication
- Change Your Language Preferences
- Change Your Notification Preferences
- System-Generated Emails
- Portal Access, Notifications & Email Sync—How Everything Works Together
- Customize, Use & Remove the Client Portal Sign-Up Link
- Reusable Filter Templates
- Manual & Automatic Reminders
- Create & Apply Signature Templates
- Templates Overview
- Apply Bulk Actions to Account Lists
- Statuses Overview
- Shortcodes
- Account Followers