Getting Started

Getting Started

7 articles in the collection

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Firm Registration

Registration is free and gives you access to your firm account. Using your firm account, you will have full access to the TaxDome tools without any restrictions. Once you create an account you can:Invite and manage clientsAdd team members and...

By Mary Cooper

updated 2 days ago

Signing In

To work within our system, first you’ll need to sign in to your account.Navigate to taxdome.com, then click on the SIGN IN button at the top right of the screen.2. Enter your firm's TaxDome URL and click CONTINUE.3. Enter your email address and...

By Mary Cooper

updated 2 days ago

Your First Week With TaxDome

Welcome to TaxDome! This article is designed to guide you through the quickest way of getting  your practice going on TaxDome and show you how to set up its main features. It covers the fundamentals, so that you can start using TaxDome right...

By Dionell Cruz

updated 9 days ago

Your Firm’s Contact Details & Branding

Here's what is covered in this article:Adding Firm Contact DetailsCustomizing Firm Login PageAdding Firm DescriptionUploading Your PhotoAdding Social Media LinksAdding a LogoHaving completed company profile at TaxDome is really important.First,...

By Mary Cooper

updated 9 days ago

Adding Clients

Here's what is covered in this article:Inviting Clients by Sending Them an EmailCreating New Accounts for Existing UsersCreating Client Accounts ManuallyAdding Organizations as ClientsImporting a Client ListClient Import HistoryAlso, the client...

By Mary Cooper

updated 6 days ago

How to Sync Your Email with TaxDome

Say goodbye to cluttered inboxes! There is no need to create individual folders for each client and stay cc'ed on emails that don’t require any action on your end.With TaxDome, you have shared inboxes for every client. It’s easy, organized, and...

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 start your work and where you finish it. Receiving NotificationsYou will receive a notification on TaxDome each time a client-related  event occurs, and Inbox+...

By Mary Cooper

updated 6 days ago