Initial firm setup
Essential portal setup steps before you start working in TaxDome.
Set up your TaxDome account as a firm owner
Learn how to configure firm settings and integrations.
TaxDome’s website and portal options
Learn about your options for setting up and customizing your TaxDome portal and website.
Manage authentication settings for your team & clients
Require two-factor authentication (2FA) for team members and clients, manage verification methods, and help users with access issues.
Customize client portal
Features to add to your client portal.