Core concepts & account setup
Key TaxDome concepts team members should know and step-by-step guides on setting up a new account.
Finding your way around TaxDome
Learn how to navigate TaxDome’s interface.
Ways to access TaxDome
Learn about the different ways to access TaxDome—web portal, mobile app, and Windows app.
Team member's registration & set-up
Register and start using TaxDome as a firm member.
TaxDome Dictionary
A TaxDome glossary will help you easily navigate the platform.
Contacts and accounts explained
The difference between contacts and accounts in TaxDome, and how to set them up.
Workflow explained
What are pipelines, stages, jobs, tasks and how they work together