Team & Plans
Add your employees to TaxDome, track their time spent on each client, and keep everyone in your team focused and productive.
7 articles in the collection
Subscription Plans Pricing
Here’s what is covered in this article:Upgrading from a Trial to a Paid PlanHow Your Subscription Cost Is CalculatedAdding a User in the Middle of Your Annual Subscription CycleUpgrading a Monthly Subscription to an Annual OneTransferring a...
Adding Team Members
Your Team Members are your firm’s employees. To create a Team Member account, follow these steps:Go to Settings > Team & Plans, then click Add team member.2. Enter the employee's personal details: first name, middle name, last name, and email. 3....
Deactivating & Restoring Team Members
Here's what is covered in this article:Deactivating Team MembersManaging Deactivated Team MembersRestoring Team MembersDeactivating Team MembersAs a firm owner, you can always deactivate the team members that are no longer your employees. After an...
Employee Registration
Covered here:Activation of Employee's AccountUsing the Onboarding BannerUploading Your PhotoSyncing Your EmailActivation of Employee's AccountAn employee’s TaxDome account is created by the owner of your firm. You as an employee only need to...
User Access Rights
Team members can have different access rights in the TaxDome system. You can grant access rights to employees based on their experience and their position in the firm. Each team member can have the following rights:Manage client detailsManage...
Assigning & Removing Team Members to a Client
Here's what is covered in this article:Assigning Team Members to a ClientHow to See Clients Assigned to Specific Team MembersAccessing History of ChangesExploring Clients per Employee StatsRemoving a Client from a Team MemberAssigning Team Members...
Time Tracker
A time tracker is an essential time management tool that can help you become more organized and efficient. Our intuitive time tracker eliminates the need to use third-party time tracking software to get more things done: it’s already inside your...
