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, go to the main page, click Get started and select Practitioner/Firm to sign up as a firm owner. Then, either click Sign up with Google or enter your email address and click Get started.
Step 1. Sign up with Google or email
1. 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).
2. 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 out the email, name, and surname in the TaxDome registration form.
Use only the email address you can currently access. You'll need to enter the confirmation code sent to this email later.
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:
- Enter your first and last name and phone number
- Specify the firm size:
- Solo practitioners from the USA and Canada are not offered an implementation session. Instead, you are welcome to watch our webinars.
- All firms from other countries are offered an implementation session.
- Firms with 2+ annual licenses from the USA and Canada are offered a personalized trial. After you complete the registration, your dedicated manager will tailor your TaxDome portal to your needs. You'll need to attend the implementation session so that we can show you how to use TaxDome to the fullest and send you a link to create your TaxDome credentials.
- Enter your firm name and select your country and state if needed (for example, if you live in the USA)
- Select the services your firm offers, your role and the tax and bookkeeping software you currently use. This will help us better assist you with implementation.
- Specify how you heard about TaxDome and what kind of support you are looking for
At the end, click Next. If you made a mistake at any stage, click Back to go back and fix it.
Heads-up: Once you select the country at this stage, 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. All invoices will be in the selected currency, and you won’t be able to change the default currency again.
3. If needed, change the default portal language. You can always change it again in your Firm Settings.
4. Click Next.
5. If the firm size you have selected is 2+ (for all countries except for the USA and Canada), 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 later from the portal.
6. Create a password for your account. It should be at least 8 characters long and consist of 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.
Note! If you are from the USA or Canada and have 2+ team members, you won't be prompted to set a password at this stage. Instead, you'll need to book an onboarding session and then get access to the portal.
Step 4. Book onboarding session
You can schedule an implementation session with our team if you have 2+ team members (for the USA and Canada) or any number of team members outside the USA and Canada. Select your time zone. Then, choose the desired date and time and click Confirm. You can also reschedule your session at a later time from the portal.
If you'd like to skip this step, you can go ahead and select Skip booking for now in the bottom left corner. However, skipping is not available to 2+ firms from the USA and Canada. If you are from the USA or Canada and you have 2+ team members, you'll need to book an onboarding session. Before this session, your dedicated manager will set up a firm up to your needs. During the implementation session, they will show it to you and assist you in mapping your processes to TaxDome. Then, they'll give you access to your portal.
And now your firm in TaxDome is registered! Read more about how to log in to your TaxDome account and start your journey.