Custom domain (Basic): Set up a custom website URL

TaxDome allows you to fully white-label your website address: use your domain (e.g., yourtaxfirm.com) or subdomain (e.g., portal.yourtaxfirm.com) instead of ours (e.g., yourtaxfirm.taxdome.com). Using your domain also enables additional security for your workspace.

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Tip! Fast-forward to Get help with a custom domain to skip the technical details and have us handle it.

Covered here:

Step 1. Set up your domain at a domain name registrar

You must have a domain purchased from a domain registrar to use it with TaxDome. There are two possible options to choose from:

  • Use the main domain name for TaxDome (e.g., yourtaxfirm.com): This option is suitable if you don't have a separate website and want to use the TaxDome portal as your main source of client interaction
  • Use the subdomain for TaxDome (e.g., portal.yourtaxfirm.com): This option is suitable if you keep your website separate from your TaxDome portal and want to add a link to the TaxDome portal to it 

Select one of the two options and follow the appropriate instructions. Note you can't use both the main domain and the subdomain because DNS records for configuration will conflict with each other and there will be an error when trying to open the website. 

Set up the main domain (e.g., yourtaxfirm.com)

To set your main domain for TaxDome, add several DNS records on your domain name registration’s DNS management page. 

Domain name registrars have different interfaces for setting this up. Below, we show you how to add DNS records for some frequently used registrars such as GoDaddy, Wix, Cloudflare, and so on. 

If you are familiar with domain settings or if you have a different domain registrar, please use these short instructions: 

1. Create three A records for the entire domain (specify @):

  • 34.198.164.57 
  • 3.218.123.74 
  • 18.215.202.77

An example of adding A records in the Domain.com interface

2. Create a CNAME record for www and point it to your TaxDome subdomain in the following format: yourtaxfirm.cd.taxdome.com.

An example of adding a CNAME record in the Domain.com interface

3. Save changes.

4. Go to the step 2 on adding your domain/subdomain to your TaxDome account. 

Set up the subdomain (e.g., portal.yourtaxfirm.com)

To set your subdomain for TaxDome, add a DNS record on your domain name registration’s DNS management page. 

Domain name registrars have different interfaces for setting this up. Below, we show you how to add DNS records for some frequently used registrars such as GoDaddy, Wix, Cloudflare, and so on. 

If you are familiar with domain settings or if you have a different domain registrar, please use these short instructions: 

1. Create a CNAME record for your subdomain (e.g., portal) and point it to your TaxDome subdomain in the following format: yourtaxfirm.cd.taxdome.com.

An example of adding a CNAME record in the Domain.com interface

2. Save changes.

3. Go to the step 2. 

attention

Attention! It can take up to 48 hours for a CNAME record to get updated, but it’s usually about an hour.

Using website hosting feature in TaxDome

If you plan to use the website hosting feature in TaxDome, please reconfigure your DNS settings to support both the domain and the website.

1. Delete the CNAME record for your subdomain (e.g.,  portal.yourtaxfirm.com). 

2. Set up a main domain using the instructions specific to your domain registrar.

3. Link the new domain.

When the domain is live, the website hosted in TaxDome will be accessible through your custom domain yourtaxfirm.com and the TaxDome portal login page will have the link yourtaxfirm.com/login.

Common domain registrar instructions (GoDaddy, Wix, etc.)

Domain name registrars have different interfaces for setting this up. Below, we show you how with some frequently used ones:

GoDaddy: set up your domain/subdomain

Go to the domains page on GoDaddy, click your domain name, scroll down to Additional Settings, then click Manage DNS.

Setting up a main domain

1. Navigate to the DNS Records section at the top of the same page, locate the A row with @ in the Name column, then click the Edit button to the far right to make changes to it.

2. Enter 34.198.164.57 in the Value field, then click Save. 

3. Click Add button, choose A in the Type field, enter @ to the Name field and 3.218.123.74 to the Value field. Click Add record.

4. Repeat the previous step, but this time add  18.215.202.77 to the Value field.

5. Navigate to the DNS Records section at the top of the same page, locate the CNAME row with www in the Name column, then click the edit to the far right to make changes to it.

6. Enter your custom TaxDome URL (in the format yourtaxfirm. cd.taxdome.com) in the Value field, then click Save.

7. Add your main domain to your TaxDome Account (for more details, go here).

Setting up a subdomain

1. In the DNS Records section, add a new CNAME record by clicking Add:

  • In the Type field, select CNAME from the drop-down menu.
  • For Name, enter your subdomain name (e.g., portal). Note: Do not type your main website URL here (e.g., portal.yourtaxfirm.com); you will get an error.
  • For Value, enter your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com).

2. Click Add record.

3. Add your subdomain to your TaxDome account (for more details, go here).

Bluehost: set up your domain/subdomain

For more detailed instructions on how to forward your Bluehost Domain, go to Bluehost’s support site.

Here are the quick instructions:

Setting up a main domain

  1. Go to the Domains page in your Bluehost dashboard, then click Manage to the right of the domain name you want to add a DNS record to. Click on the DNS tab.
  2. Either modify the existing A Record or create a new one by clicking Add DNS Record. In the Host Record field, enter @. In the Points to field, enter 34.198.164.57. Click Save. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.
  3. Click Add DNS Record, select CNAME as the type, then enter www in the Host Record field and your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com) in the Points to field. Click Save.

Setting up a subdomain

  1. Go to the Domains page on your Bluehost dashboard. Click Manage to the right of the domain you want to add a CNAME record to. Click on the DNS tab.
  2. Click Add DNS Record, select CNAME as the type. In the Host Record field, enter your subdomain name (e.g., portal). In the Points to field, enter your TaxDome firm URL (e.g., yourtaxfirm.cd.taxdome.com). Click Save.
attention

Attention! We’ve had DNS issues with Bluehost. If you can, try another registrar to avoid DNS errors.

Namecheap: set up your domain/subdomain

1. Go to the Domain List section of your Namecheap account, click MANAGE to the right of your domain name, then open Advanced DNS.

2. Select your option:

Setting up a main domain

Click ADD NEW RECORD or edit the existing A Record: In the Host field, enter @; in the Value field, enter 34.198.164.57. Save your changes. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter www. In the Value field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Save your changes.

Setting up a subdomain

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter your subdomain name (e.g., portal). In the Target field, enter your custom TaxDome URL (in the format yourtaxfirm.cd.taxdome.com). Click the checkmark on the top right to save your changes.

3. Add your subdomain to your TaxDome Account (for more details, go here).

Squarespace: set up your domain/subdomain

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

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

3. Select your option:

Setting up a main domain

Scroll to A Record. In the first field, enter @. In the URL field, enter 34.198.164.57. Click ADD. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Scroll to CNAME Records. In the first field, enter www. In the URL field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click ADD.

Setting up a subdomain

Scroll to CNAME Records. In the first field, enter portal. In the URL field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click ADD.

4. Click SAVE on the top left.

5. Add your subdomain to your TaxDome Account (for more details, go here).

Wix: set up your domain/subdomain

Here’s how:

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

2. Open the Advanced tab.

3. Click Edit DNS.

4. Select your option:

Setting up a main domain

Go to the A (Host) section, click + Add another link or edit the existing record. Leave the Host Name field blank. In the Points to field, enter 34.198.164.57. Click Save DNS. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Browse to the CNAME (ALIASES) section, then click + Add another link. In the Host Name field, enter www. In the Points to field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click Save DNS.

Setting up a subdomain

Browse to the CNAME (ALIASES) section, then click + Add another. In the Host Name field, enter the required subdomain (e.g, portal). In the Points to field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com). Click Save DNS.

5. Add your subdomain to your TaxDome Account (for more details, go here).

Google: set up your domain/subdomain

For more detailed instructions on how to forward your Google Domain, go to Google Domains Help.

Here are the quick instructions:

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

2. Select your option:

Setting up a main domain

Create or edit the A Record: Either leave the first field empty or enter your domain name. In the drop-down menu, select A. In the TTL field, enter 1H. In the data field, enter 34.198.164.57. Click Add. Add two more A records: one that points to 3.218.123.74 and another one points to 18.215.202.77.

Create a CNAME record: In the first field, enter www. In the drop-down menu, select CNAME. In the TTL field, enter 1H. In the Data field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com).

Setting up a subdomain

Create a CNAME record: In the first field, enter the required subdomain (e.g., portal). In the drop-down menu, select CNAME. In the Data field, enter your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com).

3. Add your domain/subdomain to your TaxDome Account (for more details, go here).

Domain.com: set up your domain/subdomain

1. Log in to your Domain.com account.

2. Click Manage YOURTAXFIRM.COM (your TaxDome firm URL).

3. Scroll the page down till the Advanced Tools section, expand it and click MANAGE.

4. In the warning window, check the box Don't show this again and click Continue.

5. Select your option:

Setting up a main domain

1. Click + ADD RECORD or edit the existing A record and fill out the following fields: 

  • Refers to — @ 
  • Points to — 34.198.164.57 
  • TTL — suitable time cache updates for the record (e.g., 1 hour).

2. Save your changes by clicking ADD (for the new record) or EDIT (for the existing one). 

3. Add two more  A records: 

  • one that points to 3.218.123.74 
  • and another one points to 18.215.202.77

4. Click + ADD RECORD and fill out the following fields:

  • Type — CNAME 
  • Refers to — www 
  • Alias to — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com)
  • TTL — suitable time cache updates for the record (e.g., 1 hour).

5. Save your changes by clicking ADD.

Setting up a subdomain

1. Click + ADD RECORD and fill out the following fields:

  • Type — CNAME 
  • Refers to — Other Host 
  • Host Name — the subdomain name (e.g., portal)
  • Alias to — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com)
  • TTL — suitable time cache updates for the record (e.g., 1 hour).

2. Save your changes by clicking  ADD.

3. Add your subdomain to your TaxDome Account (for more details, go here).

Cloudflare: set up your domain/subdomain

For more detailed instructions on how to forward your Cloudflare domain, go to Cloudflare’s support site.

Here are the quick instructions:

Setting up a main domain

1. Log in to your Cloudflare account.

2. From the drop-down menu on the top left, select your domain.

3. Select the DNS settings tab.

4. Add a new A record for @: 

  • Type — A 
  • Name — @
  • IPv4 address — 34.198.164.57
  • Proxy status — off.

5. Add a new CNAME record: 

  • Type — CNAME
  • Name — www
  • Domain name — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com) 
  • Proxy status — off.

6. Click Save when you’re done.

Setting up a subdomain

1. Log in to your Cloudflare account.

2. From the drop-down menu on the top left, select your domain.

3. Select the DNS settings tab.

4. Add a new CNAME record:

  • Type — CNAME
  • Name — portal
  • Domain name — your TaxDome firm URL (in the format: yourtaxfirm.cd.taxdome.com) 
  • Proxy status — off.

5. Click Save when you’re done.

Step 2. Add your domain/subdomain to your TaxDome account

Your custom domain or subdomain won’t work until you add it to your TaxDome account. A custom domain can be added by a firm owner or admin.

tip

Note! We offer only one custom domain per firm.

1. Go to Settings > Firm Settings from the left menu bar. 

2. In the Custom Domain section, enter your custom domain or subdomain in the required field. 

3. Click Link custom domain. 

TaxDome automatically verifies that the domain/subdomain is set up correctly and then issues an SSL certificate (this authenticates the website and enables an encrypted connection).

Once you’ve added a custom domain/subdomain for your TaxDome portal, you will see the Domain verified and connected caption. You, your team and your clients will be able to access the portal at the new URL.

Getting an error?

  • Check that there are no spaces in your domain name or after it
  • Check the spelling of your domain name
  • Check that all letters are lowercase
  • The domain/subdomain you’ve added in the DNS settings should match the one you’re adding in TaxDome’s settings: 
    • if you’ve added a CNAME record for the subdomain name portal you should type portal.yourtaxfirm.com in TaxDome’s settings
    • if you’ve added DNS records for www you should type www.yourtaxfirm.com in TaxDome’s settings
  • Check that the CNAME record points to a value in the following format: yourtaxfirm.cd.taxdome.com

If your domain isn’t verified within 24 hours, request help from our support team.

Removing your domain

To remove a custom domain that has been successfully added to your TaxDome portal, click  Remove custom domain, then confirm.

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