Core concepts & firm setup
Key TaxDome concepts firm owners should know and step-by-step guides on setting up a new firm.
Finding your way around TaxDome
Learn how to navigate TaxDome’s interface.
Ways to access TaxDome
Learn about the different ways to access TaxDome—web portal, mobile app, and Windows app.
TaxDome Dictionary
A TaxDome glossary will help you easily navigate the platform.
Set up your TaxDome account as a firm owner
Learn how to configure firm settings and integrations.
Contacts and accounts explained
The difference between contacts and accounts in TaxDome, and how to set them up.
Set up TaxDome Payments
Connect TaxDome Payments to start accepting card and ACH payments from your clients