TaxDome demo clients

New to TaxDome? Get started quickly with Demo clients and explore the platform before adding real clients. Work with pre-created clients and pipelines, test workflows, and experience the client mobile app—all without affecting your actual data.

Hinweis

Demo is available during the trial period for firms with a single employee. Larger firms can explore our implementation assistance options to get personalized guidance.

What’s included

The demo includes example client accounts, a pre-configured pipeline, and mobile app access, letting you test workflows, automations, and communications as your clients would experience them. Demo emails are sent to your inbox so you can see how notifications appear.

This setup allows you to explore the platform from both firm and client perspectives, helping you learn the system and gain confidence before adding your own clients.

Activate demo

When you first create your TaxDome account, you’ll be prompted to activate demo. Click Set up demo clients to automatically create demo clients and a sample pipeline.

Once activated, you’ll have:

• Two demo clients in the Accounts section ready to be used:

  • Acme Corporation: a business client
  • Michael Jordan: an individual client

• A demo pipeline available in Workflow > Pipelines, pre-loaded with jobs, automations, and communications ready to explore.

If you skipped the initial setup, you can activate demo later from the Accounts section by selecting Activate demo.

Try the mobile app as a client

When you first launch the demo, you’ll be presented with a QR code to access the client mobile app. Scanning it on your phone will take you to the download page if it’s not installed, or open the app directly, logging you in automatically—no password needed. You can also choose to send the login details to your email.

You can access the QR code anytime by going to Accounts > Demo and clicking Log in as client.

Once logged in, you’ll see two accounts. Open Michael Jordan’s account to view an engagement letter ready for review, or explore the other account to see how client workflows and communications work in practice.

Deactivate demo

To deactivate demo and remove the demo clients:

1. Go to Accounts.

2. Click Delete demo accounts.

All demo clients and their associated data will be removed immediately. You can reactivate the demo at any time during your trial.

Hinweis

When you upgrade to a paid plan or your trial ends, demo mode is automatically deactivated. The Demo / Activate Demo button will no longer appear, and the demo pipeline will be removed. However, your demo clients will remain in your account and can still be accessed via the client mobile app.

Learn as you go

After accessing the client mobile app, you’ll receive an email with a step-by-step tutorial covering both client and firm app functionality, followed by additional emails with further tutorials to guide you through the platform.

Sie können auch:

• Explore our Getting started help articles for guidance on setting up and using TaxDome.
• Visit client help center to see how clients interact with the platform.
• Continue exploring workflows with our guides on workflow and automation .

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