Account settings

Table of Contents

Personal details
Weekly capacity
Login details
Two-factor authentication (2FA)
Team chat notifications
Notification preferences
Email integration
Download Windows app
Download mobile app
International settings

This article covers the settings on the Account settings page, available by clicking your profile picture or initials at the top right of any page. The settings you configure here apply only to your account and do not affect other team members or firm-wide settings.

Personal details

In this section you can edit your name, phone number, and profile picture. Read more about updating your personal details .

Setting	Description
Name	Your name as displayed to clients and team members throughout TaxDome.
Phone number	Your contact phone number.
Profile picture	The picture shown next to your name throughout TaxDome.

Weekly capacity

Note

This section is only available for firm owners and admins.

Set your weekly working hours to help your firm manage team resources effectively. Weekly capacity settings specify how many hours per day you work, which helps balance workloads across the team. Read more about how weekly capacity works in TaxDome.

This section controls your login email, password, and how long you stay signed in to TaxDome. Read more about changing your password, email, or personal info .

Setting	Description
Email	Your login email address.
Password	Your account password. Must include at least 12 characters, one uppercase letter, and two numbers and two special characters.
Stay logged in for	How long you stay signed in to TaxDome before needing to log in again.

Two-factor authentication (2FA)

This section lets you switch from email-based login verification to two-factor authentication using an authenticator app, with SMS as an optional backup. Read more about enabling 2FA and SMS backup to secure your TaxDome access.

Note

Firm owners and admins can require 2FA for all team members from firm settings.

Setting	Description
Two-factor authentication	Toggle on to require an authenticator app that generates 6-digit codes at login, instead of the one-time password (OTP) sent to your email. iPhone users can scan the setup QR code with the Camera app to use Apple’s built-in codes instead of installing a separate authenticator app. Default: off.
Backup authentication (SMS)	Toggle on to allow SMS as a backup verification method. Default: off.

Team chat notifications

Manage how you’re notified about new activity in team chats. Read more about sound/browser notifications in Team chats .

Note

Your browser must allow notifications for TaxDome to deliver browser notifications.

Setting	Description
Sound notifications	Choose which team chat activity plays a sound: All new messages, Direct messages, mentions, or Nothing.
Browser notifications	Choose which team chat activity triggers a browser notification: All new messages, Direct messages, mentions, or Nothing.

Notification preferences

Control which notifications you receive and how you receive them. Notifications are grouped by area—Billing, Documents, Client communication, Internal communication, and Other. For each notification type within a category, choose to receive it through Inbox+, email, or both.

Learn more about notifications to customize which alerts you receive and through which channels.

Email integration

Connect your email account to TaxDome to send and receive emails directly through the platform. Once connected, you can send emails from your personal email address within TaxDome, view client email history in their accounts, and keep all client communication in one place. Read more about how to set up email sync to integrate your email with TaxDome.

Setting	Description
Email address	The mailbox to connect. Click Connect mailbox to authenticate and sync it with TaxDome.
Automatically save attachments	Automatically save attachments from client emails to their TaxDome documents.
Allow others to send from my email	Let other team members send emails using your email address without syncing their own.
Add email signature	Add a custom signature to all emails sent from TaxDome.

Download Windows app

View and edit documents locally on your computer, upload files to client accounts in one click, or print directly from any program to TaxDome. Download the ARM version or the x64 version depending on your Windows device type. Learn how to download and install the TaxDome Windows app , including how to check which version your device needs.

Download mobile app

Harness the power of the mobile portal to handle jobs, clients, and communications on the go. Available for iOS and Android, or scan the QR code on the page to download. Learn how to download and install the TaxDome mobile app .

International settings

This section lets you choose the system language for your account. Learn how to change language of the portal, apps, and emails to work in your preferred language.