What you can do in TaxDome

TaxDome brings your client base, documents, communication, billing, and workflow into a single portal. This article gives you a tour of what the platform can do, so you can decide where to invest your attention and find the right resources to learn more.

Get oriented

Before exploring features, get familiar with how TaxDome is organized and the language it uses.

• Ways to access TaxDome : Web portal, desktop app, mobile app — pick the access method that fits each task.

• Find your way around TaxDome : The main navigation elements you’ll use across every feature.

• TaxDome dictionary : Definitions for every term you’ll see — pipelines, jobs, tasks, accounts, contacts, organizers, and more.

Try before going live

You don’t have to learn TaxDome on real client data. Test accounts let you see exactly what your clients will see, and they’re safe to delete when you’re done.

• Test client accounts : Create one or two test accounts and use them to explore the portal as a client.

If you’re a team member, Get started as a team member in TaxDome walks you through your day-to-day work step by step.

If you’re a firm owner setting up the portal, Set up your TaxDome account as a firm owner covers the configuration path.

Organize your client base

How you structure clients in TaxDome determines how easily you can find them, communicate with them, and act on them in bulk later. The features below are the main levers.

• Contacts and accounts : Understand how clients are structured in TaxDome — every client is an account, and accounts contain one or more contacts.

• Tags : Categorize clients (and accounts, jobs, documents) so you can filter, automate, and act on groups instead of individuals.

• Custom fields : Capture firm-specific data that doesn’t fit standard fields — fiduciary contacts, referral sources, anything you need to track or use in templates.

• Custom folder templates : Define the folder structure every new client account gets, so documents always land in the right place.

Run your work with pipelines

Pipelines are how TaxDome turns recurring services into trackable, automatable work. They take some upfront thinking to set up, but they’re where firms see the biggest efficiency gains over time.

• Pipelines explained : What pipelines do, how they’re structured, and what kinds of work they’re best suited for.

• Pipelines, stages, jobs, tasks : How these objects relate — pipelines hold jobs, jobs move through stages, and tasks live inside jobs.

• Automations : Trigger actions automatically as jobs move through stages — send invoices, deliver organizers, request signatures, message clients, and more.

Bill and get paid

TaxDome handles the full billing cycle — from proposing engagements to collecting payment — without sending clients to a separate payments tool.

• TaxDome Payments : The built-in payment processor — accept card and ACH payments, pass on processing fees, and pay on behalf of clients with their consent.

• Invoicing overview : Create one-time and recurring invoices, lock documents behind unpaid invoices, and automate billing through pipelines.

• Proposals and engagement letters : Send packaged proposals that clients can accept and sign, with optional deposit collection.

Collect, sign, and deliver documents

TaxDome covers the full document lifecycle in one place — collecting information and files from clients, preparing tax returns, signing engagement letters and returns, and delivering finished work back through the portal.

• How docs work : The foundation — how documents and folders are structured in TaxDome, who can see what, and how files move between firm and client.

• Tax-prep workflow : The dedicated capability for tax-prep firms — connects intake, preparation, signing, and delivery into a single tax-return workflow.

• E-signatures : Request and collect signatures on tax returns, engagement letters, and any other document that needs one.

• Organizers : Structured intake forms clients fill out — used for tax-season questionnaires and any other multi-question intake.

Engage your clients

Your clients see TaxDome too. Their portal experience determines how willingly they upload, sign, and pay — so it’s worth understanding what they see and how to introduce them to it.

• Customize your client portal : Brand the portal, control which features clients see, and tune messaging.

• Introduce TaxDome to your clients : Templates and guidance for explaining the portal to clients and driving adoption.

Keep learning

Beyond the Help Center, TaxDome offers structured learning resources for every level.

• Implementation support : Hands-on help from TaxDome specialists if self-service setup isn’t enough.

• TaxDome YouTube channel : Playlists of feature demos, walkthroughs, and use-case videos you can watch on demand.

• TaxDome Community : Connect with other firms, get product updates, and share workflows.

• TaxDome Academy : Self-paced courses with quizzes — useful for staff training.