Setting Up a Custom Website URL

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By Mary Cooper

updated 7 days ago

Use your own domain name instead of taxdome.com. What does this mean? If you own a website - say sampletaxfirm.com - your firm and your clients can see that in the address bar instead of taxdome.com. Setting up a custom domain (URL) to your TaxDome client portal involves a three-step process: 

  • buying the desired domain name (in case if you haven't got the one yet), 
  • adding a CNAME record to your registrar DNS, 
  • and lastly, adding your domain to your TaxDome account.

With this feature, you can also set up a custom subdomain to your TaxDome client portal, e.g. portal.yourfirmurl.com. In this case, you will still have your main website URL where it is, and your subdomain will be pointing to your TaxDome client portal.

Covered here:

Step 1. Buying a Domain Name

Domain registration is now fairly simple.

  1. Select your desired website address. Check domain-name availability to pick your best option. (For more details on this process, see our help article How to Pick a Domain Name that Stands for Your Brand.)
  2. Choose a domain registrar (godaddy.com, namecheap.com, gandi.net, and domain.com come well recommended) and register your desired domain with it.

Step 2. Adding a CNAME Record to Your Registrar DNS

On your DNS management page, find the DNS records section, create a new CNAME record, point it to your TaxDome firm URL (e.g., yourfirmname.taxdome.com), then save the changes. Different providers have different interfaces for setting this up. See our examples below for a detailed explanation:

It can take up to 24 or even 48 hours for the CNAME record to get updated, although most times it doesn’t take that long. On average, you will wait about an hour.  However, it won't work until you add your domain in your TaxDome account (see below).

Having Issues Setting up Your DNS? We can do it for you

Nearly all domain registrars provide an opportunity to share your domain access with another user. Once you've shared access with us, we will be able to set up your DNS, but we will not be able to view or change account information like your payment methods and passwords. Here's how you can share your domain access with our support team:

1. Refer to specific instructions for your registrar:

2. Send an invitation to help@taxdome.com, as well as follow up with an email to the same address letting us know what domain (or subdomain if you want to keep your existing website separate from TaxDome) you'd like to set up.

Step 3. Adding Your Domain/Subdomain to Your TaxDome Account

Navigate to Settings, enter your custom domain/subdomain under the Custom Domains section on the Firm Profile tab, and then click Verify. TaxDome automatically verifies that the domain/subdomain is set up correctly, and then will issue an SSL certificate.

You can monitor the domain verification process by exploring the status next to it. You’ll see either one of these messages:

  • We're checking if your CNAME is set up correctly.
  • Your CNAME is set up correctly, we're issuing the SSL certificate.
  • All Good: - This means the SSL certificate is ready.

Once your custom domain/subdomain has been added for your TaxDome portal, you, your team, and your clients can access the portal at your added URL. 

Got an error? 

  • Check that there are no spaces in your domain name and after it. 
  • Check the spelling of your domain.
  • Check that all symbols are in lower-case.
  • The CNAME you've added in your DNS settings should match the one you're adding in TaxDome's settings. E.g., if you've added a CNAME for portal subdomain, you should type portal.yourdomain.com in TaxDome's settings, if you've added a  CNAME for www, you should type www.yourdomain.com in TaxDome's settings, etc.

If your domain won’t get verified for 24 hours, and you are sure the settings are correct, contact our support team. We will do our best to help. 

Example: How to Set Up GoDaddy DNS for Your Main Domain

GoDaddy doesn't allow to add a CNAME record for the main domain. However, you still can make your clients to see your main website in the address bar instead of taxdome.com by following this steps:

1. Go to your domains page, then select Manage DNS.

2. Navigate to the Forwarding section, then click ADD next to the DOMAIN

3. Forward your domain to www.yourfirm.com (i.e. add www to your main domain), check that FORWARD TYPE is set to Permanent and SETTINGS are set to Forward only, then click Save

4. Navigate to the Records section at the top of the same page, locate CNAME record for www subdomain, then click the pencil icon to make changes to it. 

5. Enter your firm's TaxDome URL in Points to field, then click Save

6. Add your main domain with www to your TaxDome Account (see details). 

Example: How to Set Up GoDaddy DNS for a Subdomain

Sometimes you may want to set up a custom subdomain to your TaxDome client portal, e.g. portal.yourfirmurl.com. In this case, you will still have your main website URL where it is, and your subdomain will be pointing to your TaxDome client portal.

Here’s how to set up this:

1. Go to your domains page, then select Manage DNS.

2. Under Records section, add a new CNAME record:

  • Record Type: CNAME
  • Host: Type your subdomain name (e.g., portal). Attention: Do not type your main website URL here (portal.mytaxsite.com), or you will get an error.
  • Points to: your TaxDome firm’s URL (e.g., yourfirmname.taxdome.com)

3. Add your subdomain to your TaxDome Account (see details).

Exanple: How to Set Up a Namecheap Domain/Subdomain

You can find a detailed instruction on how to forward your Namecheap Domain on Namecheap's Support Site (see links below).

Here are the quick instructions:

  • Setting up a Main Domain: Navigate to Domain List, select Manage for your domain, then click on Add Redirect. Type your domain in the Source URL field (e.g. yourdomain.com) and your TaxDome firm URL (e.g., yourfirmname.taxdome.com) in the Destination URL field. If you want both yourdomain.com and www.yourdomain.com to be redirected, add the record for www accordingly. Click on  Save All Changes button.
  • Setting up a SubDomain: Navigate to Domain List, select Manage for your main domain, go to the Advanced DNS tab, and click the Add New Record button. Select CNAME Record  for Type, type your subdomain name (e.g., portal) for Host, and then enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com) into Value.

Example: How to Set Up a Squarespace Domain/Subdomain

You can find a detailed instruction on how to forward your Squarespace Domain on Squarespace's Support Site.

Here are the quick instructions:

  • Setting up a Main Domain: Open Advanced DNS settings for the root domain. In the Website Defaults section, delete your default records. From the Add Presets drop-down menu, select Forward Domain. Then in the URL field, type your TaxDome firm URL (e.g., yourfirmname.taxdome.com), and click Add. Lastly, add your subdomain to your TaxDome Account (see details).
  • Setting up a SubDomain: Open Advanced DNS settings for the root domain.  From the Add Presets drop-down menu, select Forward Subomain. Then in the Subdomain field type your full subdomain name (e.g., portal.yoursite.com). In the URL field, type your TaxDome firm URL (e.g., yourfirmname.taxdome.com), and click Add. Lastly, add your subdomain to your TaxDome Account (see details).


Removing Your Domain

All domains that have been successfully added for your TaxDome portal have a cross icon next to them. Click this icon to remove your domain, then confirm. 




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