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Settings

Customize your firm portal according to your needs. Set up emails, notifications, 2fa

  • Settings (Basic): Your Firm’s Setup
  • Inbox+ Notifications
  • Settings (Basic): Two-Factor Authentication
  • Settings (Basic): Change Your Notification Preferences
  • Settings (Basic): Change the Language on Your Portal or Windows App
  • Settings (Advanced): Set Up Your TaxDome-Generated Emails
  • Settings (Advanced): Back Up Your TaxDome Data
  • Settings (Basic): Change Your Password, Email, Personal Info
  • 🏁 Your First Week With TaxDome: Onboarding Checklist
  • ​Embed Scheduler (Calendly, Acuity, Youcanbookme, Schedulista)
  • Signatures (Basic): Enable KBA and Change Date Format

Categories

  • Getting Started
  • Set-Up Assistance
  • TaxDome Academy
  • How to set up TaxDome for Tax Preparers
  • How to set up TaxDome for Bookkeepers
  • How to set up TaxDome for Payroll
  • Settings
  • CRM & Clients
  • Documents
  • Signatures
  • Organizers
  • Communication
  • Invoicing
  • Workflow & Automation
  • Apps
  • Subscription Plans & Pricing
  • Integrations
  • Team Management
  • Site Management
  • Legal
  • Support & Troubleshooting
  • How-To Videos
  • TaxDome Lite
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