Firm owner Essentials
Key resources and setup guides for firm owners to manage their TaxDome account
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.
Test your setup before going live
Display questions and sections in forms based on client's previous answers.
TaxDome demo clients
Learn how to use demo clients to explore TaxDome safely before adding real clients.
Learn basics in practice
Use interactive demos to practice key TaxDome features.
Automate your processes with pipelines
Discover how to automate your firm’s processes in TaxDome.
Set up pipelines in practice
Learn how to set up and customize pipelines in TaxDome with hands-on demos.
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.