Get started with CRM setup
Intro to adding clients, inviting them, and going live.
TaxDome demo clients
Learn how to use demo clients to explore TaxDome safely before adding real clients.
Get your portal ready for inviting clients
Learn how to prepare your TaxDome portal for inviting clients.
Invite and onboard your clients
Send personalized or bulk invitations, promote portal use, and guide clients through their first steps.
Test your setup before going live
Display questions and sections in forms based on client's previous answers.
Introduce TaxDome to your clients
Introduce TaxDome to your clients with email templates, portal instructions, and ready-made content.