Managing Your Information

Covered here:

Accessing Your Profile

Once you have registered at TaxDome as a client, you can add your personal information to the system. This will help your preparer handle your case with accuracy and avoid potential issues.

To add/update information about yourself, follow these steps:

1. Log In to the system.

2. Navigate to Settings. 

Adding/Updating Personal Details

Personal details are usually entered during registration, but you can update or expand them at any time.

1. Click the Edit personal details icon, then type in the missing details, such as your street address or phone number. Once you have entered a valid zip code, the city and state are automatically populated by the system. You can update any existing info as well. 

2. Click on  SAVE CHANGES.

Uploading Your Photo

To make it easier for your tax preparer to identify you, you may upload your photo by following these steps:

1. Click the  Edit personal details icon, then click on Upload Photo to add an image of yourself, 

2. Locate the image that you would like to upload, then crop your photo to make it look better. 

3. Click on SAVE CHANGES.

To update a photo, click the  Upload new link, then upload the new photo as described above.

Resetting Your Password 

Your password is usually created during registration, but if you want to change it you can do so at any time. 

1. Click on the  Profile Access icon, then click the Reset Password link. 

2. Locate the confirmation email in your Inbox and click on the  RESET YOUR PASSWORD link in the message. Please note that the link will expire after 20 minutes.

3. Now create a new password for your account. It should consist of at least 8 characters, including one capital letter, and one number. Enter the password twice to make sure it is correct, then click the  SET NEW PASSWORD button. 

Your password will be updated and you will be redirected to your account.

Changing Your Email

You may also change the email that you use to communicate with us. To do so, you must first add an additional user to your client profile. You can remove your current user afterwards. 

1. Navigate to Settings section. 

2. Type in the new email address.

3. If you want, add notes to describe the additional user profile (for example, you can write My corporate email). If not, leave this blank.

4. Click on  SAVE

Once the new user account has been created, the system will send an activation request. In order to activate your new email address, please accept the request and create a password. The new account will be automatically linked with your existing profile. That way, you will now have two separate login credentials for accessing the same account. 

You can now remove your old email. Simply click on the  Profile Access icon, click on the REMOVE link under the user details section, then click SAVE.

Your client account will remain intact, but you will now access it with your new email as the login.

Adding Information About a Family Member

To add a family member:

  1. Navigate to the Settings section. 
  2. Click on the ADD FAMILY MEMBER button, then choose a relationship to you from the list (SpouseDependent, or Other). 
  3. Add family member's name and date of birth.
  4. If there is something important to note about the family member, you can add the info as a note.
  5. Click SAVE add the info about the family member.