TaxDome Help Center
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Apps

Access TaxDome both on your mobile and desktop via our apps and mapped drive

  • Windows App: Overview
  • TaxDome Drive: Automatically Keep Client Files Synced With Your PC
  • The TaxDome Client Portal App (Android and iOS)
  • TaxDome Desktop App & Drive: Troubleshooting
  • Docs (Basic): Scan to TaxDome
  • Mobile App for Firms (Android & iOS): Overview
  • Mobile App: How to Install on Android & iOS
  • Mobile App: How to Sign In
  • Mobile App: Inbox+ Notifications
  • Mobile App: Contacts List
  • Mobile App: Accounts List
  • Mobile App: Secure Messages
  • Mobile App: How to Send Emails
  • Mobile App: How to View & Create Account Notes
  • Mobile App: @mentions
  • Mobile App: How to Change Notification Settings
  • Mobile App: Changing Your Passcode & Biometric Authentication Settings
  • Mobile App: How to Call a Client
  • Mobile App: Changing Your Name, Phone Number, Avatar
  • Windows App: System Requirements
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Categories

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  • Set-Up Assistance
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  • Bookkeeping in TaxDome
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  • CRM & Clients
  • Documents
  • Organizers
  • Messaging
  • Invoicing
  • Workflow & Automation
  • Apps
  • Subscription Plans & Pricing
  • Integrations
  • Team Management
  • Site Management
  • Legal
  • Support & Troubleshooting
  • How-To Videos
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