Getting Started

Explore the fundamentals and start using TaxDome.

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Firm Registration

Registration is free and gives you access to your firm’s account. You will have full unrestricted access to all TaxDome tools while using your firm’s account. You can invite and manage clients, add team members and assign them to clients, create...

By Mary Cooper

updated 2 days ago

Signing In

To work within our system, first you’ll need to sign in to your account. With your firm account, you will be able to create bills and receive payments for your services online, add team members, upload documents for your clients, track progress of...

By Mary Cooper

updated 15 days ago

Your First Week With TaxDome

Welcome to TaxDome! This article will guide you through the quickest way of getting your practice up and running on TaxDome. It covers all the fundamentals, so that you can start using TaxDome right away.Using the Onboarding Banner Uploading Your...

By Mary Cooper

updated 2 days ago

Your Firm’s Contact Info & Branding

It works in your favor to have a completed company profile on TaxDome for several reasons:Your clients will be able to see your firm’s contact information and social media links on their dashboard.Once you upload a photo of yourself, the emails...

By Mary Cooper

updated 2 days ago

Adding Clients

TaxDome makes managing all of your customers a breeze by putting all of your important documents and action items for a client at your fingertips. The first step is to add clients to our system, one by one or in batch mode. Your clients can...

By Mary Cooper

updated 1 day ago

How to Sync Your Email With TaxDome

Say goodbye to a cluttered in-box. With TaxDome, you won’t need to create a folder for each individual client or remain cc’d on an email that doesn’t require a response.Instead, TaxDome gives you a shared inbox for each client, which keeps things...

By Mary Cooper

updated 2 days ago

Your All-in-One Notification Center: Inbox+

Inbox+ is a home for all your notifications. It was designed to be the place where you both start and finish your work. In contains notifications of new emails, document actions, bill actions, and more. View and download documents, read emails,...

By Mary Cooper

updated 2 days ago

Using Your Dashboard

Once you’ve logged into TaxDome, you will see your Dashboard. It displays everything that currently requires your attention, such as bills pending, information requests pending, and documents disapproved. You may also see your revenues, team...

By Mary Cooper

updated 2 days ago