TaxDome Help Center

Getting started

Essential guides for new users to begin using TaxDome effectively.

General setup

Configuration options to customize your TaxDome experience.

CRM

Learn how to set up and manage client data, profiles, and the client portal in TaxDome.

Documents

Upload, organize, and manage documents related to your practice.

Signatures

Explore secure e-signatures with advanced authentication, flexible management, and legal compliance.

Wiki-pages

Create and manage internal or client-facing wiki pages in TaxDome.

Organizers & client requests

Tools for creating, sending, and managing organizers and client requests in TaxDome.

Client communication

Features for seamless communication with clients in TaxDome.

Billing

Comprehensive tools for managing invoices, payments, services, proposals, and tracking time.

Workflow & automation

Features to automate your workflows in TaxDome.

Firm operations

Solutions to manage your firm's essential client service workflows, from bookkeeping to tax preparation.

Reporting

Use powerful analytics tools to enhance data-driven decision-making.

Firm administration

Manage your firm's team, permissions, and operations.

Team collaboration

Features to enhance teamwork and communication within your firm.

Apps

All about TaxDome's desktop and mobile applications.

Integrations

Guides for connecting TaxDome with third-party tools and services.

How-tos

Step-by-step instructions for specific scenarios.

Technical support

Resources for troubleshooting and getting help.

What's new

Updates and recent changes to the TaxDome platform.

TaxDome universe

Community resources, training, and additional offerings.