TaxDome Help Center
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Apps

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

  • Windows App: Overview
  • Windows App: System Requirements
  • Windows App: Download & Install
  • Windows App: Launch & Sign In
  • Windows App: Upload Documents
  • Windows App: Request E-Signatures
  • Windows App: Update the Application
  • TaxDome Drive: Automatically Keep Client Files Synced With Your PC
  • Windows app & drive: Troubleshooting
  • Docs (Basic): Scan to TaxDome
  • Docs (Basic): Print, Save, Send Docs From any application to TaxDome
  • Windows App: Create accounts and contacts
  • The TaxDome client mobile app (Android and iOS)
  • Mobile App for Firms (Android & iOS): Overview
  • Mobile App: Working with contacts
  • Mobile App: Working with accounts
  • Mobile App: Working with documents
  • Mobile app: Uploading documents & using document scanner
  • Mobile app: Working with jobs
  • Mobile app: Chats
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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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