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Team & Plans

Add team members, set up their access to clients and to TaxDome features.

  • Subscription How-Tos
  • TaxDome Pricing FAQ
  • Does TaxDome Collect Sales Tax?
  • TaxDome Referral Program
  • Adding a Team Member
  • Deactivating & Restoring Team Members
  • Team Member Registration and Set-Up
  • Team Member Access Rights
  • Assigning & Removing Team Members to a Client Account
  • Can I Get a Refund on a TaxDome Subscription?
  • How to Change Notification Preferences For Your Account
  • How to Change the Firm Owner

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  • Workflow & Automation
  • CRM & Clients
  • Documents
  • Messaging
  • Apps
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  • Team & Plans
  • Site Management
  • Legal
  • Support & Troubleshooting
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