TaxDome Help Center
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Apps

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

  • Mobile App: Working with tasks
  • Mobile App: How to send emails
  • Mobile App: How to view & create account notes
  • Mobile App: How to call a client
  • Mobile App: How to install on Android & iOS
  • Mobile App: How to sign in
  • Mobile App: Inbox notifications
  • Mobile App: Push Notifications
  • Mobile app: Changing password, email, passcode, 2fa
  • Mobile App: @mentions
  • Mobile App: Changing your name, phone number, avatar
  • Mobile App: Changing app language
  • Report an issue
  • Windows App: Request client approval
  • MacOS App (Beta): Overview
  • MacOS App (Beta): Launch & Sign In
  • MacOS App (Beta): Download & Install
  • MacOS App (Beta): Troubleshooting
  • MacOS App (Beta): Use TaxDome Drive to Keep Files Synced with Mac Automatically
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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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