TaxDome Client Care (Client-Facing Support)

Info

TaxDome Client Care is available for TaxDome Business users only in US/CA.

Even with the most intuitive systems, clients will naturally have questions as they navigate a new platform. To support both firms and their clients, we are offering TaxDome Client Care - client-facing support, enabling clients to get answers about using TaxDome without needing to reach out to the firm for assistance. 

Was ist TaxDome Kundenbetreuung?

TaxDome Client Care is client-facing support, designed to assist the clients of TaxDome firms with their technical questions about navigating the platform. This support is available through a dedicated link in the client portal, providing them with an easy way to access help when they need it.

Wenn diese Funktion aktiviert ist, können sich Kunden an das Support-Team von TaxDomewenden, um Unterstützung bei Fragen zur Plattform zu erhalten:

• Hochladen von Dokumenten oder Fotos
• Schritte zur elektronischen Unterzeichnung von Dokumenten
• Wie sie über das Portal zugewiesen ihren Fachmann finden und kontaktieren können
• Navigieren auf dashboard und Zugriff auf Dateien

These common questions help clients feel more comfortable using the platform, especially as they start. TaxDome’s support includes both frequently asked questions (FAQs) and live support from a TaxDome team member if additional help is needed. Our support agents will assist clients with understanding and troubleshooting platform functions, giving firms a break from handling common technical questions.

How does TaxDome Client Care work?

Here’s how the TaxDome Client Care is provided:

- Firm clients access support right from their portal: Clients will be able to access the Tech support link from any page of their TaxDome portal, allowing them to connect with technical help at any time. Having a dedicated support channel gives clients comfort, knowing help is readily available.

- For frequently asked questions, automated help is provided: Clients can quickly access answers to common questions (FAQs) on how to complete basic tasks, such as uploading files, signing documents, or navigating their dashboard. This provides instant solutions to frequently asked questions.

- Live assistance is available if needed: If a client’s question isn’t covered by our FAQs, they have the option to connect with a TaxDome support agent for additional guidance.

- Work-specific questions are redirected to firms: If clients have questions about their work with the firm (such as tax filing status or specific advice), our support team will guide them to reach out directly to the firm. TaxDome agents are trained to distinguish platform-related questions from work-related inquiries and will refer work-specific questions back to your firm.

How to enable/disable Client Care

For all new users of TaxDome Business plan, Client Care is available by default. Firm owner or firm admins can choose if they want to utilize the feature or handle their clients’ requests on their own. To do so:

1. Gehen Sie im Menü der Seitenleiste zu Einstellungen > Firmeneinstellungen.

2. In the Client support section, choose the appropriate toggle.

   

Why consider using TaxDome Client Care for your firm?

By giving clients a direct support channel, TaxDome Client Care not only reassures clients but also offers distinct advantages for your firm:

Frees up your firm’s resources from handling platform-related queries, allowing your team to focus on core services. Elevates your brand by providing a separate, professional support channel, which enhances client perception of your firm’s service level.

To enable the feature, upgrade to TaxDome Business .

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