🏁 Your First Week With TaxDome: Onboarding Checklist

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This page is for TaxDome Pro users only. Switch tabs above for the TaxDome Lite version.

Hello, TaxDome user. Welcome!

Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Learn all the basics here to get started right away.

Review each step below, then complete the required actions on your portal.

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Tip: Download the Onboarding Checklist to track your progress.

Covered here:

  1. Getting Started With TaxDome Workflow
  2. Set Up Your CRM
  3. Client Communication Essentials
  4. Invite Your Team

Getting Started With TaxDome Workflow

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Goal: Quickly create all the necessary content—such as emails, organizers and engagement letters—to automate your work procedures. Then try your main automations on a test client account.

Recommended steps: Do this right away!

  1. Create a test client account on TaxDome with a non-work email. This allows you to check everything before adding real clients. Plus, you’ll be able to see TaxDome from both the firm and client side.
  2. attention

    Heads-up: Always give a new pipeline a try with a test account before adding real jobs to it. This way, you’ll see if everything works or if you need to make any changes.

  3. Copy the TaxDome Onboarding: Sample Workflow template from our library. We’ve created a fully automated pipeline template for you. Go ahead and grab it to see how everything works.
  4. Add the first job to the pipeline for your sample client account. Check out the automated workflow process from the firm and the client side.

4. Automate adding jobs. When jobs are automatically created, you don’t need to do the same routine over and over again.

Optional steps: We offer lots more great features you’ll want to explore.

Set Up Your CRM

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Goal: To have all your client data on TaxDome.

Recommended steps: Do this right away!

  1. Know the difference between accounts and contacts. An account is an entity; a contact,a person. You handle accounts on TaxDome: Some might be personal accounts, others business accounts. The actual people (aka clients) who have accounts on TaxDome are identified by contacts: that is, a first and last name and email address.
  2. Prepare your client account list for import. Get all your clients on TaxDome by importing their data from a CSV file. Most tax softwares and email platforms will generate a CSV file.
  3. Import your CSV file to TaxDome. Once the CSV file is prepared, you’re ready to transfer your client data to TaxDome.
  4. Invite your clients to TaxDome. Send your clients invitations to use their TaxDome portal. They’ll be able to complete tax organizers, share important documents, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions and more—all in one spot.

Optional steps: We offer lots more great features you’ll want to explore.

  • Create tags: Create tags to ID your different types of clients, then start applying them while you import. Tags are especially handy when you filter lists. Some examples of tags for different types of clients: Bookkeeping, Return, Monthly, Quarterly.
  • Create/edit a default folder template: If you use a custom folder structure for your client documents, create a folder template for it on TaxDome before importing your clients.
  • Set up custom fields: You’ll need to include more about your clients than just their names and email addresses. To do this, you need custom fields. Think: Address, Zip Code, Birthday with an empty field that gets filled in with each person’s details. You’ll also be able to use those custom fields as shortcodes (a code that becomes a person’s name in a message or email) to save time and personalize communications.
  • Introduce TaxDome to your clients: Check out our great tips and templates.

Client Communication Essentials

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Goal: Become familiar with all the ways you exchange documents and communicate with your clients and team members.

Recommended steps: Do this right away!

  1. Discover how Docs work. Each client account has a Docs tab where their documents are stored.
  2. Learn how to request e-signatures. E-signatures allow clients to e-sign their prepared documents and forms directly on their TaxDome portal. One or more clients can e-sign a document.
  3. Sync your email. Once your email is synced with TaxDome, you’ll have a shared inbox with each client. You’ll also get notifications about new emails from clients.
  4. Start using our secure messaging. Our Chats feature allows you to securely communicate with clients and team members in real time. Use Chats to schedule appointments or ask clients for missing documents or anything else you need from them.

Optional steps: We offer lots more great features you’ll want to explore.

Invite Your Team

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Goal: A beautiful and flawless workflow with your team.

Recommended steps: Do this right away!

  1. Add your team members to TaxDome as users. Select annual or monthly subscription for your team members. Depending on their responsibilities, give them the access rights they’ll need.
  2. Assign your team members to clients. Team members are limited on TaxDome until they have client account access. Give them access to only specific client accounts or to all client accounts. Or they can also have access to accounts when assigned specific tasks.
  3. Make pipelines available to your team members. Team members need to be added to pipelines to have access to them. Even if a job for a team member’s assigned account is added to a pipeline, they will not have access to it until you edit the pipeline to include them.

Optional steps:

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Tip: Check out the fun, interactive courses we offer tuition-free at TaxDome Academy.

pro

This page is for TaxDome Lite users only. Switch tabs above for the TaxDome Pro version.

Hi, TaxDome user. Welcome! Here, we guide you through the step-by-step process of getting your practice up and running on TaxDome. Learn all the basics here to get started right away.

Review each step below, then complete the required actions on your portal.

Covered here:

  1. Set Up Your CRM
  2. Client Communication Essentials

Set Up Your CRM

tip

Goal: To have all your clients’ information on TaxDome.

Recommended steps: Do this right away!

  1. Know the difference between accounts and contacts. An account is an entity; a contact, a person. You handle accounts on TaxDome: Some might be personal accounts, others business accounts. The actual people (aka clients) who have accounts on TaxDome are identified by contacts: that is, a first and last name and email address.
  2. Prepare your client list for import. Get all your clients on TaxDome by importing their data from a CSV file. Most tax softwares and email platforms will generate a CSV file.
  3. Import your CSV file to TaxDome. Once the CSV file is prepared, you’re ready to transfer your client data to TaxDome.
  4. Invite your clients to TaxDome. Send your clients invitations to use their TaxDome portal. They’ll be able to complete tax organizers, share important documents, pay invoices, view their payment history, stay informed about upcoming deadlines, answer questions and more—all in one spot.

Optional steps: We offer lots more great features you’ll want to explore.

  • Create tags: Think: What do your clients have in common? Then create a tag for each group. You can immediately start applying tags while you import. Later, they’ll come in handy to filter your lists (Bookkeeping, Return, Monthly, Quarterly, etc.).
  • Create/edit a default folder template: If you use a custom folder structure for your clients’ documents, set that up on TaxDome before importing your clients.
  • Set up custom fields: Fill in your accounts and contacts with any extra information. For example, Zip Code for accounts or Birthday for clients. Use that info as shortcodes in messages, emails and other entities to save time and add a personal touch.
  • Introduce TaxDome to your clients: Check out our great tips and templates.

Client Communication Essentials

tip

Goal: A beautiful and flawless workflow with your team.

Recommended steps: Do this right away!

  1. Discover how Docs work. Each client account has a Docs tab where their documents are stored. Check out everything inside that tab!
  2. Learn how to request an e-signature. E-signatures allow your clients to sign their prepared documents and forms straight from their TaxDome portal. One or more clients can e-sign a document.
  3. Sync your email. Once your email is synced with TaxDome, you get a shared inbox with each client. You also get notifications about new emails from clients.
  4. Start using secure messaging. Our Chats feature allows you to securely communicate with clients and team members in real time. Use Chats to schedule appointments or ask clients for missing documents or anything else you need from them.

Optional steps: We offer lots more great features you’ll want to explore.

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