Setting Up a Custom Website URL

Avatar

By Mary Cooper

updated 10 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 account 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.

Once you have your own website address, you can also set up a custom subdomain. This way, you can use your main website URL, but the subdomain will bring clients to your TaxDome portal.

Covered here:

Step 1. Buying a Domain Name

You’ll need to make sure that the website address you would like to use stays yours and yours alone. So you’ll have to buy it—this means registering it with a domain name registrar. But first things first:

  1. Choose a name for your website address. Before you get too excited about it, you’ll need to check the domain name’s availability and pick your best option—and whether you want it to end with .com, .us, .rocks, etc. For some helpful tips, see our article How to Pick a Domain Name that Stands for Your Brand.
  2. Buy the website address. Choose a domain name registrar,  then register your website address with them. Some domain name registrars we recommend: godaddy.com, namecheap.com, gandi.net, and domain.com.

Step 2. Adding a CNAME Record to the DNS on Your Domain Name Registrar

On your domain name registration’s DNS management page, go to the DNS records section, create a new CNAME record for your custom domain name, point it to your firm’s TaxDome URL (e.g., yourfirmname.taxdome.com), then save the changes. Domain name registrars have different interfaces for setting this up. Below, we show you how to go about it on some of them.

It can take up to 48 hours for a CNAME record to get updated, but  it’s usually just about an hour. However, your custom domain won’t work until you add your domain to 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 access to your domain with another user. Once you’ve shared access with us, we’ll 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 your domain registrar’s specific instructions:

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 your TaxDome portal) you’d like to set up.

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

On TaxDome, go  to Settings, then open your Firm Info tab. Find the  Custom Domains section, and enter your custom domain and subdomain (if you are keeping your website separate from your TaxDome portal) in the required fields.  Click VERIFY. TaxDome automatically verifies that the domain/subdomain is set up correctly, and then will issue an SSL certificate (this ine provides authentication for a website and enables an encrypted connection).

You can monitor the domain verification process by viewing 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 you’ve added a custom domain/subdomain for your TaxDome portal, you, your team, and your clients can access the portal at the new URL.

Getting an Error? 

  • Check that there are no spaces in your domain name and after it. 
  • Check the spelling of your domain name.
  • Check that all letters are lowercase.
  • The CNAME you’ve added in the DNS settings should match the one you’re adding in TaxDome’s settings. For example, if you’ve added a CNAME for the subdomain name portal, you should type portal.yourfirmname.com in TaxDome’s settings; if you’ve added a CNAME for www, you should type www.yourfirmname.com in TaxDome’s settings; etc.

If your domain isn’t verified within 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 a GoDaddy DNS for Your Main Domain

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

1. Go to the domains page on GoDaddy, then select Manage DNS.

2. Navigate to the Forwarding section, then click ADD to the right of 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 the CNAME row with www in the Name column, then click the pencil icon to the far right 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 a GoDaddy DNS for a Subdomain

You may want to set up a custom subdomain to your TaxDome client account portal, e.g., portal.yourfirmurl.com. In this case, you would use your main URL for your website, and your subdomain would point to your TaxDome client account portal.

Here’s how to set up this:

1. Go to the domains page on GoDaddy, then select Manage DNS.

2. In the Records section, add a new CNAME record by clicking ADD:

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

3. Click SAVE.

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

Example: How to Set Up a Namecheap Domain/Subdomain

You can find more detailed instructions on how to forward your Namecheap Domain on Namecheap's support site.

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 Save All Changes.
  • Setting up a SubDomain: Navigate to Domain List, select Manage for your main domain, go to the Advanced DNS tab, and click Add New Record. 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

To set up your domain, follow these steps:

1. Go to the Domains section of your Squarespace account, select Manage Domain option for your domain, then open ADVANCED SETTINGS.

2. If you want to set up your main domain (i.e., www.yourdomain.com), you will need to select the Website Defaults section from the pull-down menu, and then remove your default records by clicking on the delete icon. If you want to set up your subdomain (i.e., portal.yourdomain.com), skip this step. 

3. Scroll to CNAME records, then type www in the first field (for adding a main domain) or type portal (for adding a subdomain), type your TaxDome firm URL (e.g., yourfirmname.taxdome.com) in the URL field, and click ADD.


OR



4. Click the SAVE button on the top left. 

5. Lastly, add your subdomain to your TaxDome Account (see details).

Example: How to Set Up a Wix Domain/Subdomain

To set up your domain, follow these steps:

1. Sign in to your Wix account, click your name on the top right, then select Domains.

2.Go to Advanced section. 

3. Click the blue Edit DNS button.

4. Browse to CNAME (ALIASES) section, click + Add another link, in the Host Name field, enter www or the required subdomain (e.g, portal), in the Points to field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Click the blue Save DNS button.

Example: How to Set Up a Google Domain/Subdomain

You can find more detailed instructions on how to forward your Google Domain on Google Domains Help.

Here are the quick instructions:

1. Sign in to Google Domains, click the domain you want to set up, then open the burger menu. Click the DNS icon and scroll to the Custom resource records section. 

2. Create a CNAME record: In the first field, enter www or the required subdomain (e.g, portal); in the drop-down menu, select CNAME; in the TTL field, enter 1H; in the data field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com).

3. Click Add. Last, 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. 




Did this answer your question?