Onboarding: TaxDome beginner's guide

Welcome to TaxDome! We’re glad you're here. The first steps in getting to know the portal are the most important, so we're here to help. In this article, we will guide you through the main resources for basic setup, portal navigation, essential features and educational opportunities in TaxDome.

Get started with TaxDome

When you are just getting started, you may be willing to understand the most basic things, like how you access and navigate TaxDome and how you test all its features before actually adding clients and starting to work with them. So, here is your plan:

• Learn about the ways to access TaxDome: We offer you many ways to access TaxDome but don't be overwhelmed with it because when you understand the best ways to use each, you feel more confident.
• Find your way around TaxDome: Learn the portal's main navigation elements. You only need to learn them once, and then you can work with any features and entities from any page. 
• Test your setup before going live: Learn the most convenient way to create test clients and use them while studying the portal.

Explore basic features

Next, let's discover the basic features of TaxDome; you're going to use them daily, so now, it'd be great to understand their primary use cases:

• Inbox+ notifications: This is a place where you receive notifications whenever something happens on TaxDome. Sthough there are many notifications types, some of them are: client sumbits organizer, collegue assignes a task for you, a new message is sent to a chat thread with a client, etc. 
• CRM: CRM features in TaxDome allow you keep all info about your clients in one place and manage all your clients flexibly with tags, custom CRM fields, and more.
• Docs: TaxDome allows you to request, upload, review and sign documents without using any additional tools. Everything related to docs is already built into the system.
• Pipelines: Pipelines and other workflow features help you organize your projects and complete your work without extra manual actions.
• Chats: Secure chats in TaxDome allow you to communicate with clients, exchange documents with them and add action items for them.
• Organizers: Organizers are intake forms, but in TaxDome, they are special because they are very user-friendly, so your clients will actually fill them in.

Get to know more features

When you understand the basics and ready to move further with TaxDome learning, it's the best time to optimize your workflow even more with the following features:

• Signatures: Instead of using additional paid services, you can request signatures and e-sign documents right in the TaxDome portal. 
• Time tracking: With TaxDome, you can track the time worked and then, bill it. Or, if you don't do it, you can track time for internal reporting purposes.
• Client requests: Client requests are like organizers but simpler and shorter. They work best when you need to quickly ask something or you need to collect some additional information or documents.
• Reporting: Reporting features in TaxDome allow you to create reports about your workflow, revenue and team members' efficiency. You can unite reports in dashboards, so everything is visible on one page.

Learn more

If you want to dive deeper, you can keep exploring the Help center articles. Also, we offer you some more ways to learn TaxDome and start using it as soon as possible:

• TaxDome webinars: Webinars in TaxDome may be the best thing to start with because there, you will see your use cases for TaxDome.
• TaxDome Academy: Different courses to help you learn by practice. You can also check your knowledge by completing quizzes.
• Implementation support: If you struggle setting up TaxDome yourself or are afraid to do something wrong, our dedicated specialists can help you get everything ready for work.
• TaxDome Community: Join TaxDome community to connect to other TaxDome users, have a direct access to our team, access exclusive educational content and stay in loop with live events and product updates.