Welcome to the team! 🎉
Get a tailored onboarding course to help you and your team succeed 📊
For all the visual learners 🎥
Get started on the right foot 🚀
Get help with your TaxDome account 📈
Schedule an onboarding with a TaxDome representative to get assistance setting up your account and workflows.
More of a visual learner? Find out about TaxDome's features on our Product Webinar page.
Take a look through our help articles to learn more about specific features or actions on TaxDome.
Once you sign up for a TaxDome account, get access to coaching and assessments to help build your product knowledge.
Get access to hundreds of video tutorials and step by step guides on how to use TaxDome.
Get help importing your clients or setting up your website or custom domain from the TaxDome support team.
We have built an outstanding interface to help you achieve your business goals and to make your customers happy.
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.
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.
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!
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!
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.
