Team & Plans

Add your employees to TaxDome, track their time spent on each client, and keep everyone in your team focused and productive.

Subscription How-To's

Upgrading from a Trial to a Paid Plan How Subscription Cost Is Calculated Adding a Team Member in the Middle of Your Annual Subscription Cycle Upgrading a Monthly Subscription to an Annual One...

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By Mary Cooper

updated about 2 months ago

TaxDome Pricing FAQ

How does TaxDome pricing work? How are additional firm users priced if added later? Can clients access the portal after the primary subscription expires?  Why do you require at least one annual...

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By Mary Cooper

updated 5 months ago

Does TaxDome Collect Sales Tax?

Like many US companies, TaxDome is required to collect and remit state sales tax on behalf of our customers. Sales tax eligibility varies by location. Due to a recent Supreme Court ruling, states...

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By Mary Cooper

updated about 24 hours ago

Adding a Team Member

Each team member at your firm will need their own separate monthly or annual subscription, also called a license,in order to access all of TaxDome’s features. If you change staff in the middle of a...

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By Mary Cooper

updated 1 day ago

Deactivating & Restoring Team Members

If your staff changes in the middle of a subscription cycle, you can deactivate a previous team member’s account to free up an annual licence for a new employee. Monthly licences, however, cannot...

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By Mary Cooper

updated 1 day ago

Team Member Registration and Set-Up

Welcome to TaxDome! Learn what to do when you’ve received an invitation from a colleague to join TaxDome. Jump right in. We promise it will be rewarding and ultimately make your job easier. Create...

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By Mary Cooper

updated 1 day ago

User Access Rights

A team member can be given specific  access rights on TaxDome, depending on their level of responsibility. You select the access rights they will need during their employee registration process,...

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By Mary Cooper

updated 1 day ago

Assigning & Removing Team Members to a Client Account

To grant a team member access to a client’s details, you must assign them to the client's account. Learn how to see accounts assigned to team members, to get access to a client’s statistics for...

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By Mary Cooper

updated 1 day ago

Can I Get a Refund on a TaxDome Subscription?

Subscriptions for TaxDome service are non-refundable. This includes monthly and annual team member licenses. If you think there’s been an error in billing, please contact our support team and...

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By Mary Cooper

updated 3 months ago