Account settings
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You can manage your account with various settings, such as uploading a profile photo and changing your password. These actions are all done on the client portal’s Settings page, accessible by hovering over your name in the top right corner and selecting Settings.
Upload photo
Once you’ve registered with TaxDome as a client, you can upload a photo so your tax preparer can identify you:
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Click the pencil icon next to Account details, then click on Upload new to add a photo.
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Locate the photo you want to upload, then crop it to fit.
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Click Save.
Change password
Your password is usually created during registration, but you can change it anytime.
Note
You can only change your password by logging into the client portal. If you have lost access to the portal, you should reset your password using Forgot password .- Click Reset password in the Profile access section and confirm your action.
- Find the email in your inbox and click Reset password. Note: The link expires after 24 hours.
Note
If you can’t find the email with the link, our tips will help you .- Create a new password for your account. It should contain at least 12 characters, at least one uppercase letter, at least two numbers, and at least two special characters (like !, $, %, etc.). Enter the password twice and click Set new password. Your password will be updated, and you will be redirected to your account.
Change email
You cannot change your email address yourself because this information is associated with your portal account. Contact your company to change your email address.
Change session duration
By default, you stay signed in for 8 hours after entering your credentials. You can decrease the session duration to 4 hours or 30 minutes.
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Click the pencil icon next to Login details.
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Select the duration.
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Click Save.
Change portal language
English is the client portal’s default language. However, you can change it to Danish, Dutch, English (US, Australian and UK), French, Finnish, German, Italian, Japanese, Norwegian, Portuguese (including Brazilian Portuguese), Romanian, Spanish or Swedish if you are more comfortable with them.
Choose your desired language in the International settings section. Changes will be saved automatically.
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