TaxDome Help Center
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Getting Started

Start with TaxDome by exploring setup guides and onboarding tips

  • Start TaxDome trial
  • TaxDome Dictionary
  • Finding your way around TaxDome
  • Different ways to access TaxDome
  • Onboarding: Set up your TaxDome account as a firm owner
  • Onboarding: TaxDome beginner's guide
  • TaxDome’s website and portal options
  • Onboarding: Learn basics in practice
  • Onboarding: Get started as a team member in TaxDome
  • Onboarding: Automate your processes with pipelines
  • Onboarding: Set up pipelines in practice
  • Test your setup before going live
  • Onboarding: Get your portal ready for inviting clients
  • Onboarding: Invite and onboard your clients
  • Supported Browsers and System Requirements
  • 📚 TaxDome learning resources
  • 🔧 TaxDome implementation support options
  • ⏩ Migrate docs to TaxDome in 3 steps

Categories

  • Getting Started
  • Join TaxDome Community
  • Set-Up Assistance
  • Academy, Webinars & Bootcamps
  • Release Notes
  • How to set up TaxDome for Tax Preparers
  • How to set up TaxDome for Bookkeepers
  • How to set up TaxDome for Payroll
  • Settings
  • CRM & Clients
  • Documents
  • Signatures
  • Organizers & Client Requests
  • Communication
  • Invoicing
  • Proposals
  • Workflow & Automation
  • Guides
  • Apps
  • Subscription Plans & Pricing
  • Integrations
  • Team Management
  • Team Members Essentials
  • Reporting
  • Custom website
  • Support & Troubleshooting
  • FAQ
  • International Integrations
  • Legal
  • How-To Videos
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