TaxDome Lite: Dictionary

This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.

Here, we guide you through common TaxDome terms with easy-to-understand definitions.

Covered here:

Accounts
Client Portal
Contacts
Document Approvals
E-Signatures
Folder Templates
Inbox+
Messages
Profile Access
Reminders
Tags
TaxDome Drive
Templates

Accounts

Account, client account, and client profile are all synonymous. You perform work for a client—whether it’s an individual, a family, a business, a nonprofit, or a trust—who has an account/profile on TaxDome. The account/profile itself is where you communicate with the client and store their data, such as documents.

Accounts don’t include emails, contacts do. If you want a client to be able to access their client portal, you link their account with one or more contacts, then turn on the profile access for at least one email.

Client Portal

TaxDome’s client portal is a safe and secure hub where clients share important documents with you, stay up-to-date on deadlines, ask and answer questions in real time. They can do all of this in one spot from the comfort of their homes—or on the go from their mobile devices.

You can give portal access to a client while you create their account or afterward. Once you’ve added portal access to a contact’s email address, TaxDome sends the person an activation request by email. To activate the account, the client needs to accept the request and create a password.

See How to Introduce TaxDome to Your Clients for more details.

Contacts

Contacts are all of the people you interact with. Our Contacts feature allows you to store people’s telephone numbers, email addresses, and street addresses; it’s where you keep the personal details of not only clients but also coworkers, prospective clients, partners, and clients’ family members.

One contact can be linked to several accounts. For example, Kate Smith’s contact, along with her email address (katesmith@gmail.com), is linked to Kate Smith Family, Kate’s LLC 1, and Kate’s Trust, because all three accounts are hers, albeit different entities. Each account, or client profile, on TaxDome has a corresponding contact or several.

Document Approvals

After you’ve finished preparing a document, you may want feedback from the client. TaxDome allows you to request approval to make sure your clients are satisfied with your work or find out whether they need anything else. If a client is not entirely satisfied with a document, they’ll be prompted to itemize the reasons why, so you’ll immediately know what to tackle.

To learn more about our Document Approval feature, go here.

E-Signatures

E-signature is a legal way to get consent or approval on electronic documents or forms.

Folder Templates

Folder templates speed up the process of organizing your client’s documents by making default folders for their accounts. Folder templates can be applied to specific client accounts in bulk.

Find out more about folder templates here.

Inbox+

Inbox+ is where you start and finish your projects, as well as receive important notifications that keep your work on track. You get notifications on TaxDome whenever a client-related event occurs—a client opens a document, sends a new message, and so on—and Inbox+ lets you know what status those notifications are in. Preferences for notifications are easily set up.

Learn more about Inbox+ here.

Messages (Chats)

Messages are a secure way to communicate with your clients on TaxDome.

Message threads are neatly organized within each client’s profile, and you’ll always be able to see how many messages remain unread and which team member has responded in a thread. Messages may include task lists for clients, as well as attached documents. Once you’ve got what you need from a client, you can archive or delete the chat to avoid cluttering things up.

For more on messages, go here.

Profile Access

Each account/profile is linked to one or more contacts, and each contact contains an email address. This way, if an account needs to have more than one user, all can access the account via the client portal, and each person will have their own separate login credentials.

For example, a married couple who files jointly needs only one account. If both spouses want portal access, link both their contacts to the account. Once you’ve added portal access to their contacts’ email addresses, TaxDome sends them each an activation request by email. Each spouse then accepts the request and creates their own password; they will then both have separate login credentials for the same account.

Read more here about how to give additional users access to an account.

Reminders

Reminders are additional email notifications that automatically go out to clients when they don’t respond to an email prompt within a certain time frame—for instance, the client delays signing a document or answering a message. By using our automated reminders, you save time by not having to call an unresponsive or forgetful client.

To find out more about reminders, go here.

Using TaxDome Drive is a quick and easy way to upload, view, and manage client documents without opening your browser. Basically, it’s a mapped drive (Z:\ Drive) on your desktop that works the same way as Dropbox or Google Drive. The best thing about TaxDome Drive is that all your data is stored on a server, even though you can see and interact with it; this way, all of that data isn’t taking up precious space on your hard drive.

Learn how to set up and use the TaxDome Drive here.

Templates

Our templates are predesigned documents, messages, and more. Like a blueprint, a template is used as the basis to create more of the same. Templates speed up the process of sending out bulk messages, for instance, or creating folders structures that you’ll need more than once.