Get Help Setting Up Your Firm, Custom Domain, or Landing Page

Are you having trouble importing your client data or setting up your firm portal, custom domain, or landing page? We’re here to help—or even do it for you!

Mentioned settings can be changed only by a firm owner or admin.

Covered here: 

Help! I Want You to Set Up My Firm (Import My Client List, etc.)

Follow these steps:

1. Go to Settings, then Firm Settings. In the Editor Access pane, toggle on Allow Support Team to Log In with Owner-like permissions, then click Save.

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Note! By default, access is given for one month, but you can select a different amount of time.

2. Complete the TaxDome Import Assistance form to let us know that you’re ready—then we’ll take it from there. Or if you need assistance with something else, contact our support team.

Your TaxDome support person will be able to view and edit data in these sections of your firm’s portal:

  • Home
  • +New button (create any item via this button)
  • Invoices, Payments, Time Entries
  • Clients (Accounts, Contacts)
  • Workflow (Pipelines, Jobs,Tasks)
  • Inbox+ (To Do, Archived)
  • Settings (My account, Firm settings, Team & Plans, Integrations, Firm balance (audit trail only), Tags, Templates, Pipelines, Site, Custom Fields)

Help! I Want You to Set Up My Custom Domain

pro

This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

  • If you don't own a domain name, you can get your free one with your TaxDome subscription and let us take care of it.
  • If you already own your domain name, here's what you need to do so that we could set it up for you:

1. Go to Settings, then Firm Settings. In the Editor Access pane, toggle on Allow Support Team to set up custom domain and landing, then click Save.

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Note! By default, access is given for one month, but you can select a different amount of time.

Your TaxDome support person will be able to view and edit data in the Custom Domain pane and Site section of your firm’s portal.

2. Share your domain access with our support team. Nearly all domain registrars allow sharing access to your domain with another user. Once you’ve shared it with help@taxdome.com, we’ll be able to set up your DNS—but we won’t be able to see or change your account information, such as payment methods and passwords.

Refer to your domain registrar’s specific instructions:

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Tip! Unfortunately, some domain registrars don’t provide access to DNS settings to any user but the site owner. If that is the case, set up your DNS for yourself or share your account information with us and change your password when we're done.

3. Fill in the form to let us know that you’re ready—then we’ll take it from there.

Help! I Want You to Set Up My Landing Page

pro

This section applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

Follow these steps:

1. Go to Settings, then Firm Settings. In the Editor Access pane, toggle on Allow Support Team to set up custom domain and landing, then click Save.

tip

Note! By default, access is given for one month, but you can select a different amount of time.

Your TaxDome support person will be able to view and edit data in the Custom Domain pane and Site section of your firm’s portal.

2. Fill in the form to let us know about your landing preferences so we can customize it to your liking. You’ll also need to upload the photos, logos, and other graphic elements you want on your page. If you have an existing website you want to use, you’ll need to provide the link.

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Note! This service is offered only to TaxDome users with paid subscriptions.

3. Your site will be hosted on your TaxDome firm’s URL. If you want to use a custom domain instead, you’ll first need to purchase your own domain (www.domain.com), and then set it up so that it points to your website on TaxDome.

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