System-wide features
Intro to tools that work across TaxDome: filters, templates, shortcodes, integrations, and reminders.
Filters: Overview
Use filters in TaxDome to quickly find data across pages.
TaxDome shortcodes: Overview
Use TaxDome shortcodes to auto-fill dynamic data.
Templates: Overview
Templates in TaxDome help automate repetitive tasks.
TaxDome integrations: Overview
Connect TaxDome with accounting software, payment processors, tax programs, and other tools to automate your workflow.
Manual & automatic reminders
Keep clients on track by setting manual or automated reminders for pending items.
Old filters and filter templates
Use old-version filters in TaxDome to narrow lists, save selections as templates, and share with your team.