TaxDome Client Knowledge Base

Account management

  • Account settings: change email, language, password
  • Switching between profiles (desktop and mobile)
  • Two-Factor Authentication
  • How to find your accountant’s contact info
  • Client Registration
  • Signing in (desktop and mobile)
  • How to Log Out (Desktop and Mobile)
  • Supported Browsers and System Requirements

Categories

  • Getting Started
  • Documents
  • Signatures
  • Communication
  • Billing
  • Account management
  • Client Portal Mobile App
  • Troubleshooting
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