Get Help and Tech Support

We’ve designed TaxDome to be intuitive and easy to navigate so you can pick things up quickly and run your practice smoothly. Plus, whenever you need help, we’ve made sure that you can always find the guidance and support you need—however you need it.

Here’s a short overview of all the help and tech-support options we offer you:

TaxDome Academy

TaxDome Academy is an online learning tool to simplify the learning curve while adapting TaxDome capabilities to your needs. The ultimate goal of the Academy is to provide you with courses on every feature of TaxDome and help optimize it for your practice in the process.

Courses in the Academy consist of three lessons with videos on the topic at hand and quizzes at the end of each lesson. For each course, you get a successful course-completion certificate.

You can always access TaxDome Academy by clicking on the question mark help button in the upper-right corner of the screen.

The TaxDome Help Center

The Help Center is filled with detailed guides to assist you with pretty much any question. Access it by navigating to help.taxdome.com or by clicking the question mark help button in the upper-right corner of the screen, typing a keyword into the search field, then choosing from the list of related articles.

You can also access the Help Center from the Mobile App. Tap the question mark help button in the upper-right corner of the screen, then choose Help center

Page-by-Page Help

On many of our pages, you’ll find little help boxes. They offer short descriptions of what you most need to know about a key features, along with links to more detailed articles.

For example, on the Inbox+ page, you’ll see a quick tip about Inbox+ and a link to How to Use Inbox+.

Want to see more related articles from our knowledge base about each page of your portal? Click the question mark help button in the upper-right corner of the screen, then select Get Help.

In-Depth Product Webinars

We offer free product webinars to help you get started on TaxDome faster—and use it to its fullest potential. While our demo showcases the basics, the webinars are in-depth training sessions that cover these topics:

  • Importing your data
  • Accounts and contacts
  • Tools to communicate with clients
  • Exchanging documents
  • How to customize a work process—e.g., for taxes, bookkeeping, auditing, etc. 
  • Bulk actions 
  • Automation tools
  • Invoicing & time-tracking
  • Stripe, QuickBooks Online & CPACharge integrations.

Check out the TaxDome Product Webinars page to watch some of our recordings!

YouTube Tutorials

Do you love visual assists? Subscribe for free to our YouTube channel to see our latest videos!

A lot of our short videos about specific features are embedded in our help articles, but you can also watch these directly on the TaxDome YouTube channel. And remember, you can always get to our channel by clicking on the question mark help button in the upper-right corner of the screen.

System Updates

We release system updates several times a week. If you want to stay up-to-date on all new features, click the gift icon on the top right of the screen. We post updates almost daily, so check in regularly.

Send us feedback about any new features—you can do that right from there. We love hearing what you have to say!

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Note: To receive notifications, click ALLOW once the pop-up appears.

Tech Support

Not finding the answers you need? Prefer hands-on help? We’re never far away.

Click the question mark help button in the upper-right corner of the screen, then select Get Help. In the newly opened widget, click Ask. Fill in the Subject field, then tell us how we can help. We’ll be with you ASAP.

To see old chats, click  Previous Conversations anywhere in the Ask window.

When you’re done, click the x in the lower right to close the help pop-up.

Screen-Share

Is it hard for you to follow written directions? We are happy to help in a screen-share session. Schedule one by clicking on the question mark help button in the upper-right corner of the screen, then click Schedule 1:1 training.

You’ll get prompted to select a meeting format:

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Note:

  • Users with a TaxDome Lite subscription are eligible to book only a 15-Min Quick Assist.
  • Users with a TaxDome Pro subscription are eligible to book a 15-Min Quick Assist, 45-Min Onboarding, and a Team Training.
  • Users with a TaxDome Pro (5+ users) subscription can book all formats.

Once you select the meeting format, choose the language, date and time for the call:

When you’re done, click  Confirm to the right of the selected time.

To see your scheduled sessions, click the Upcoming events link:

To cancel the scheduled session, click the Upcoming events link, then click x to the right of the scheduled session:

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