Sign up to TaxDome (firm registration)
Registration is free. Once you’ve registered, you’ll be able to take full advantage of all of TaxDome’s tools and features while using your account.
To sign up, click Start free trial on the main page.
Covered here:
- Step 1. Select if you want to sign up with Google or email
- Step 2. Specify firm information
- Step 3. Configure firm settings
- Step 4. Book onboarding session
Step 1. Select if you want to sign up with Google or email
Choose your option depending on whether you want to sign up: Google account or email.
Signing up with Google account
1. Click Sign up with Google.
2. Select the account you want to use for TaxDome (if you are logged in to your Google account) or enter your Google email and password (if you are logged out).
3. Click Continue.
Note! If you sign up with Google, you agree to share your Google account details (email, name, surname, profile picture) with TaxDome. These details will be used to pre-fill email, name and surname in the TaxDome registration form.
Signing up with email
1. Enter your email address.
2. Click Create Account.
3. Enter the confirmation code sent to the specified email. Once you enter the correct code, you will be automatically redirected to the next step.
Heads-up: If you enter the wrong verification code more than 10 times in a row, you won’t be able to access the registration page for 24 hours.
Step 2. Specify firm information
In this step, enter information about your organization. If you are using a Google account, some of the fields will be filled in automatically, but you can change some values. However, in this case, the email address can't be changed.
- Enter your first and last name, phone number
- Enter your firm’s name, select your country and state if needed (for example, if you live in US)
- Specify your firm's size and how did you hear about TaxDome
- Select the services your firm offers and your role at the firm
At the end, click Next.
Heads-up: Once you select the country and click Next, you won’t be able to change it.
Step 3. Configure firm settings
In this step, configure firm settings: your portal URL, currency and language (for email credentials), invite team members and set a password.
1. Add your firm’s TaxDome URL in the field. This is the website address you’d Iike your clients to see when they visit you on TaxDome.
For example, if you enter firmsample, you and your clients will see firmsample.taxdome.com in the address bar (you can change the URL to a custom domain later if preferred). Your firm’s URL can be your company name or any other name, but we recommend that you stick with your firm’s name—this way it is easily recognizable to your clients.
2. Check the default currency and change it if necessary. For email credentials: select the default language for your portal. If needed, you can always change it again in your Firm Settings.
Note! All invoices will be in the selected currency, and you won’t be able to change the default currency again.
3. Click Continue.
4. If the firm size you have selected is 2+, you will be prompted to send invitations to your team members. You can skip this step by clicking Skip for now—team members can be added at a later time from the portal.
5. Create a password for your account. It should have at least 8 characters, one letter and one number. Enter the password a second time to confirm it. Click Continue.
You should set a password even if you use your Google account. However, you will be able to log in without specifying this password.
Step 4. Book onboarding session
If you have 2+ user licenses/trials, you can schedule an implementation session with our team. Select your language and time zone. Then, choose the desired date and time and click Confirm.
If you wish to skip this step, you may do so by selecting Skip booking for now in the bottom left corner. You can also reschedule your session at a later time from the portal.
And now your firm in TaxDome is registered! Read more about how to log in to your TaxDome account and start your journey.