Account Management

Account Management

8 articles in the collection

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Plans and Billing

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...

By Dionell Cruz

updated 7 days ago

Using Your Dashboard

Once you’ve logged in to 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 Dionell Cruz

updated 8 days ago

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....

By Mary Cooper

updated 6 days ago

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...

By Dionell Cruz

updated 7 days ago

Employee Registration

An employee’s TaxDome account is created by the owner of your firm. You as an employee only need to create your password. Here’s how to do it:Open the invitation email you’ve received from TaxDome, then click the Create a Password link2. Type your...

By Mary Cooper

updated 9 days ago

Building Your Site

If you’ve thought about building a website but have been putting it off because the technical stuff is too daunting, then creating one on TaxDome might be a good option for you. By using our built-in website editor, you can create your own...

By Mary Cooper

updated 7 days ago

Setting Up a Custom Website URL

You can set up a custom domain (URL) to your TaxDome client portal. It involves a three-step process:Buy the desired domain name.Add a CNAME record to your DNS (Domain Name Servers), wherever your domain is managed.Add your domain to your TaxDome...

By Mary Cooper

updated 1 day ago

How to Pick a Domain Name that Stands for Your Brand

Your domain name represents your firm on the Web. Selecting one is tantamount to choosing a name for your brand. And it doesn’t necessarily have to match your company’s name. Use these simple hacks for coming up with an effective domain name that...

By Mary Cooper

updated 9 days ago