Team member Essentials
Resources and setup guides for team members.
Get started as a team member in TaxDome
Learn how to activate your account, customize your settings, and navigate core features.
Team member's registration & set-up
Register and start using TaxDome as a firm member.
Change your password, email, personal info
Learn how to update your TaxDome login details.
Enable 2FA and SMS backup for your account
Set up authenticator app 2FA for enhanced TaxDome account security, configure SMS backup, and troubleshoot access issues.
Account followers
Learn how to follow or unfollow client accounts in TaxDome to receive updates on account activity.
Set up email sync
Get detailed sync instructions for different email providers.