Team member (Basic): Registration & set-up
Learn what to do when you’ve received an invitation from a colleague to join TaxDome. Jump right in—we promise it will be rewarding and ultimately make your job easier. Create a password and upload your photo, then sync your email to be able to see and reply to your client emails directly from TaxDome.
Covered here:
- Activating your team member account
- Uploading your photo
- Syncing your email
- Changing notification preferences
Activating your team member account
A TaxDome team member account is created by the firm owner or admin. To activate your TaxDome account, follow these steps:
1. Open the invitation email you’ve received from TaxDome, then click on the Join your team button.
2. Check if your first, middle and last name is correct and type in the password into the Set up your account pop-up. The password should contain at least eight characters, one capital letter, and one number. Enter the password twice to confirm it, then click the Submit button and now you're done.
You can log in to your TaxDome account at any time.
Uploading Your Photo
Immediately personalize your TaxDome account:
1. Click Upload your photo on the onboarding pop-up or click your profile at the top right, then go to Account settings then click the edit icon in the top right corner of the Personal details section.
2. On the next pop-up screen, click the edit icon in the upper-right corner, then click Upload Photo to add a picture of yourself.
3. Locate the image you would like to use, then crop it for fit.
4. Click Save.
Syncing Your Email
Syncing your email will allow you to see and reply to all your clients’ emails right on TaxDome.
Read more on specific email provider sync options in our help article Sync Your Email With TaxDome.