Manage firm & client portal
How to manage firm-level settings for firm and client portal.
Manage authentication settings for your team & clients
Require two-factor authentication (2FA) for team members and clients, manage verification methods, and help users with access issues.
Top up your firm balance and view the audit trail
Top up your firm balance to manage e-signature and SMS charges, with detailed transaction tracking.
Manage team chat
How to set up and manage team chat for smooth collaboration—from creating channels and to moderation.
Add or remove the client portal sign-up link
Decide if your clients can sign up on their own.
Customize client portal
Features to add to your client portal.
Make announcements to your clients
Easily share important updates with clients by creating, editing, or deleting announcements.
Client done uploading notification
Be notified when clients finish uploading all documents.
Change the firm owner
Transfer firm ownership by updating the owner’s login email.
Export your TaxDome data
Export your data to CSV files for backup, analysis, or syncing with other platforms like Zapier.