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Getting Started

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

  • Firm Registration (Sign Up)
  • Signing In to TaxDome
  • Custom Website (Basic): Add a TaxDome Login Link
  • TaxDome Dictionary
  • Your First Week With TaxDome: Onboarding Checklist
  • CRM (Basic): Add Client Accounts
  • Your Dashboard
  • Get Help and Tech Support
  • Get Help Setting Up Your Firm, Custom Domain, or Landing Page
  • TaxDome Lite: Getting Started
  • Inbox+ Notifications
  • CRM (Basic): Contacts & Accounts

Categories

  • Getting Started
  • TaxDome Academy
  • Settings
  • CRM & Clients
  • Documents
  • Organizers
  • Messaging
  • Invoicing
  • Workflow & Automation
  • Apps
  • Subscription Plans & Pricing
  • Integrations
  • Team Management
  • Site Management
  • Legal
  • Support & Troubleshooting
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