Getting Started

Explore the fundamentals and start using TaxDome.

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 ,...

Avatar

By Mary Cooper

updated 20 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...

Avatar

By Mary Cooper

updated 20 days ago

How to Add TaxDome Login Link to Your Website

Your Login Link Your clients can access your firm's information by utilizing the TaxDome App on their mobile phones, or via your portal on their computer. Your unique login page is yourtaxdomeurl...

Avatar

By Mary Cooper

updated 3 months 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...

Avatar

By Mary Cooper

updated 10 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...

Avatar

By Mary Cooper

updated 10 days ago

Adding Accounts

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,...

Avatar

By Mary Cooper

updated about 5 hours 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...

Avatar

By Mary Cooper

updated about 5 hours 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, messages pending, and documents disapproved. You...

Avatar

By Mary Cooper

updated 14 days ago