Onboarding with TaxDome

Welcome to the team! 🎉


Create a Personalised Onboarding Plan

Get a tailored onboarding course to help you and your team succeed 📊


Access our Onboarding Video Tutorials

For all the visual learners 🎥


Onboarding Checklist

Get started on the right foot 🚀


TaxDome Support

Get help with your TaxDome account 📈

Book an Onboarding

Schedule an onboarding with a TaxDome representative to get assistance setting up your account and workflows.

Product Webinars

More of a visual learner? Find out about TaxDome's features on our Product Webinar page.

Help Center

Take a look through our help articles to learn more about specific features or actions on TaxDome.

TaxDome Academy

Once you sign up for a TaxDome account, get access to coaching and assessments to help build your product knowledge.

YouTube Tutorials

Get access to hundreds of video tutorials and step by step guides on how to use TaxDome.

TaxDome Services

Get help importing your clients or setting up your website or custom domain from the TaxDome support team.


Save time by automating your processes with TaxDome

We have built an outstanding interface to help you achieve your business goals and to make your customers happy.


Frequently Asked Questions

  • What onboarding resources are there?

    On this landing page, you will find most of the important resources you will need to get started. Under the TaxDome support section for example, you and your team can choose from multiple help channels to boost your product knowledge and guide you in the right direction.

    Why not begin with the 'How to get started on TaxDome' course in the Academy, or follow the steps in our 'Onboarding Checklist' article from the help center. As support is free and unlimited, you can alternatively get in contact with an agent to help get you on the right track - you can email us at success.eu@taxdome.com.

  • What is the estimated time frame for setting up TaxDome from start to finish?

    You can import your clients within minutes and upload your files by simply using the TaxDome drive. Setting up automations is also simple with our template library and you will have the chance to edit them to fit the style of your firm (as they're fully customisable - wahoo!). You can also book an onboarding session where we’ll show you how to import clients and documents as well as create templates to automate your work.

  • Is there a limit to the onboarding support?

    Absolutely none! Support is free and unlimited at TaxDome and we're here to help every step of the way. If you would like to set up monthly, weekly, or even daily 1-on-1 onboarding sessions to help get you going, then go ahead!

  • What's the best onboarding channel to use?

    We all have different ways of learning new things! We just want to ensure that you have every option available to get yourself successfully set up on TaxDome. We recommend trying all the onboarding and support channels to see what works best for you/your team!

  • I don't know where to start with my onboarding..

    Don't worry, we've all been in the same position! If you are in doubt, then head over to the 'Onboarding Checklist' above and download your copy to get started. If you're still lost, then don't hesitate to consult our help center or reach out via email if you would like further assistance. You can reach us at success.eu@taxdome.com.

Your cart

We value your privacy

We use cookies to customize your browsing experience, serve personalized ads or content, and analyze traffic to our site.