Firm administration
Manage your firm's team, permissions, and operations.
Team Management: Onboarding checklist
Learn all the important steps to follow when adding team members to TaxDome.
Best practices for handling seasonal employees
Flexible seat types, limited access, time tracking, and performance tools.
Manage Team
Assign roles, set access, and control account permissions.
Activity feed
Get access to a centralized audit trail for all system events happening in your portal.
Add and allocate account roles
Start using account roles and allocate them to different team members.
Team Capacity
Plan and track team workload in TaxDome using time budgets and weekly capacity.
Regular audit processes for big firms
Firm admins can regularly audit key areas to ensure automated workflows and team operations run smoothly.