Account settings

Table of Contents

Account settings, explained
Personal and login details
Weekly capacity
Two-factor authentication (2FA)
Team chat notifications
Notification preferences
Email integration
Download Windows and mobile apps
International settings

Manage your personal TaxDome settings, including notifications, language, security, and communication preferences.

Account settings, explained

Account settings allow you to customize your personal TaxDome experience. These settings control how you receive notifications, what language you use, how your email syncs with TaxDome, your security options, and your communication preferences.

Note

The settings you configure here apply only to your account and do not affect other team members or firm-wide settings.

To access your account settings:

Click your profile picture or initials at the top right of any page.
Select Account settings from the menu.

Personal and login details

Your account settings allow you to update your profile information (name, phone number, and profile picture), change your login credentials (email address and password), and adjust how long you stay signed in to TaxDome.

For detailed instructions on updating these settings, read the article on changing your password, email, or personal info .

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.

Two-factor authentication (2FA)

Add an extra layer of security to your account by enabling two-factor authentication. With 2FA enabled, you’ll need to provide a verification code along with your password when signing in.

You can set up 2FA using:

An authenticator app (Google Authenticator, Microsoft Authenticator, or similar)
SMS backup (optional)

Read more about enabling 2FA and SMS backup to secure your TaxDome access.

Tip

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

Team chat notifications

Manage sound and browser notifications for new team chat activity (all messages, direct messages and mentions, or none).

Read more about sound/browser notifications in Team chats .

Notification preferences

Control which notifications you receive and how you receive them. You can choose to get notifications through Inbox+, email, or both for different types of events.

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.

Additional email settings you can configure:

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

Read more about how to set up email sync to integrate your email with TaxDome.