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