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