New Portal Introduction

What is TaxDome and Why Should I Use It?

TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:

How to Start

Step 1. Activation Account

Open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.

That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.

Step 2. View To-Dos

The first page you see is your dashboard with notifications about important updates, such as unpaid bills, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.

Step 3. Explore the Main Menu in the Left Sidebar

From the sidebar, you’ll be able to easily go wherever you need to on your portal.

Step 4. View quick 3 minute video showing "How to Start Using TaxDome as a Client"

Please click this link to see video - https://www.youtube.com/watch?v=cnQ3yKHeBJc

Need More Help?

Not sure you fully understand how all of it works right off the bat? Check out these help options: