Advice and answers from the TaxDome Team

Getting Started

Overview the very basics of TaxDome for more efficient software usage.

15 articles

Workflow & Automation

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

26 articles

CRM & Clients

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

26 articles

Documents

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

28 articles

Messaging

Secure communication: emails, messages, tasks for your clients.

17 articles

Apps

Access TaxDome on your desktop via our apps and mapped drive.

19 articles

Invoicing

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

20 articles

Team & Plans

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

13 articles

Site Management

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

8 articles

Legal

Everything is legal with TaxDome. Be confident.

1 article

Support & Troubleshooting

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

17 articles