Building Your Site

Avatar

By Mary Cooper

updated about 11 hours ago

If you’ve thought about building a website but have been putting it off because the technical stuff is too daunting, then creating one on TaxDome might be a good option for you. By using our built-in website editor, you can create your own customized site and set it live, no programming or technical skills required.

Covered here:

Selecting a Template

Building a website from scratch can be time-consuming, so we’ve done the bulk of the work for you. All that is left for you to do is make some preferential choices. First, you select a template, then you customize it into how you’d like it to appear.

1. Go to Settings, then select the Site tab. 

2. Browse the template categories to find the template that most appeals to you. To see what your site would look like, hover the mouse over the template thumbnail, then click Preview. To apply a template, hover the mouse over the template thumbnail, and then click Select

Once your template has loaded, you can start customizing it right in the editor window. 

Creating Pages

You can add extra pages to your site. To do so:

  1. Go to the HOME button in the upper right corner of the page, click the downward arrow on the right so that the drop-down menu appears, then click Edit.

  2. Click the New Item link, then enter the item name and specify the item type by selecting Page or Link.

  3. Enter its properties, then click Apply.

Don't forget to add link to your portal -- /app

Add an app page link (i.e., yourfirm.taxdome.com/app) to your site menu. This way your clients will be able to access your TaxDome portal. The app page will redirect your clients either to login page or, if there is an active session, immediately to the client portal (i.e., to yourfirm.taxdome.com/app/dashboard).

Once a page or link is created, you can specify whether you want it to show up in the site menu or not. Also, you can define the order of the pages in the menu by dragging and dropping the items.

Adding Content to Your Page

All pages allow you to use basic elements like buttons, links, shapes, and images. You can also use interactive elements like Google Maps, social icons, galleries, embed videos, and so on. To choose elements for your page, drag and drop the appropriate toolbar button to the desired position.

Editing Element Properties

Every element added to your page has properties that can be edited. To access them, hover the mouse over the element, click the pencil icon, then select Properties. 

Editing Copy

Editing copy in the website builder is straightforward. To edit any text element, double-click on the text box in the preview screen. Once you have finished writing your copy, click the Done button or anywhere outside the text box.

Adjusting Element Positioning

You can adjust the spacing of elements on a page. To increase or decrease the spacing, point over the edge of the element, then drag it.

Reordering Elements

You can reorder the elements on your page. Hover the mouse over the element, click the pencil icon, select Order, then choose one of the ordering options.  

To lock the element position, hover the mouse over the element, click the pencil icon, then select Lock from the drop-down menu. Once the element is locked, it won’t budge. To allow moving it again, return to the drop-down menu and select Unlock.

Duplicating Elements

To duplicate an element, hover the mouse over it, click the pencil icon, select Copy, then select Paste Element.

Deleting Elements

Page elements can be hidden or deleted. Hover the mouse over the element, click the pencil icon, then select Hide or Remove.  

Creating Links

Anything on a page can have a clickable link that will bring you to another page:

  1. Hover the mouse over the element, click the pencil icon, then select Properties.

  2. Click the edit icon next to the URL, specify the link properties, then click Apply

SEO: Improving Your Website Visibility on Search Engines

SEO (Search Engine Optimization) are complex and involve different considerations, techniques, and tactics. However, here are the basic nuts and bolts you should become familiar with before setting your site live.

  • Titles. Search engines typically give high priority to the titles of sites and pages. Titles are what mostly show up in browser tabs and search results. This means that it’s important to choose ones that can be easily processed by search bots. And they also should give users a quick insight into the content of a page. 

  • Meta description. A meta description is a concise, human-readable summary of each page’s content. When writing your meta descriptions, it’s important to keep it short (no more than 150 characters), to focus on the client, and to repeat the main message over and over.

  • Keywords. Keywords are words and phrases that a person uses to find online content. As a website owner, you can use keywords to connect with clients who are looking for your services. To be effective, keywords should be well researched, carefully chosen, and judiciously used. It’s a good idea to start from the keywords list. You can add them into your title and description in a clear, natural way that makes sense to humans.

You can customize titles, descriptions, and keywords for your website. Click the downward arrow  to the right of the gear icon in the upper right corner of the page, then select SEO from the pull-down menu. Click Default (for all pages) at the left to fill in the website info, then click Apply. You can also select the site pages one by one and fill in their titles, descriptions, and keywords when needed.

Saving Your Site

To save your changes, hover the mouse over Publish button, then select Save Draft.

Publishing Your Site

Once you finished working on your site, you may preview it. Click the Preview button to see how it will look like on the different screens. Click Close to exit the preview mode.

If you’re satisfied with a result, click Publish.

Once the site is published it can be accessed by navigating to your firm's TaxDome URL. 


Did this answer your question?