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.
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.