Advice and answers from the TaxDome Team

Getting Started

Overview the very basics of TaxDome for more efficient software usage

9 articles

Set-Up Assistance

Get expert help for a smarter TaxDome setup. Free for all paid users

5 articles

TaxDome Academy

Learn the TaxDome basics in under an hour

3 articles

Tax Preparation in TaxDome

Find the tips on setting up the system for tax preparers

2 articles

Settings

Customize your firm portal according to your needs. Set up emails, notifications, 2fa

9 articles

CRM & Clients

Manage your customers on TaxDome. Contracts, organizers, emails, and more available

27 articles

Documents

Store, share documents, get client approvals and request e-signatures with KBA

36 articles

Organizers

Create organizers with conditional questions and documents requests

10 articles

Messaging

Secure communication: emails, messages, tasks for your clients

21 articles

Invoicing

All about invoicing, payments, promotional credits, refunds, fees, and more

36 articles

Workflow & Automation

Workflow helps you automate most of your repeated tasks. Track work progress easily

42 articles

Apps

Access TaxDome both on your mobile and desktop via our apps and mapped drive

28 articles

Subscription Plans & Pricing

Learn everything about TaxDome subscription. Compare pricing plans

8 articles

Integrations

All about sync with third-party services: Stripe, QuickBooks, Zapier, etc

15 articles

Team Management

Add team members, set up their access to clients and to TaxDome features

18 articles

Site Management

Build and maintain your website. White-label & custom branding, free hosting provided

9 articles

Legal

Everything is legal with TaxDome. Be confident

2 articles

Support & Troubleshooting

Having an issue or an error appeared? Want to request a new feature? We hear you

20 articles

How-To Videos

6 articles