Get started as a firm owner

Set up your TaxDome firm and learn the core concepts.

Core concepts & firm setup

Key TaxDome concepts firm owners should know and step-by-step guides on setting up a new firm.

Intro to automating your workflow with pipelines.

Test the platform and try it as a client.

Prepare and import your client data into TaxDome.

Export documents from other platforms and import them into TaxDome.

Learn basics in practice.