Troubleshooting
Solutions for common issues and technical problems.
How to report a bug
If you encounter a bug, you can report it via the web portal or mobile app.
Specify where files are downloaded
Learn how to change the default download folder of your computer or browser.
Security warning when typing "www" before URL
This false error appears when the client portal address is manually typed into the browser.
Invoice is marked dangerous in Gmail
Sometimes, Gmail erroneously marks your firm's emails as 'dangerous' and shows a warning, or even moves the email to spam.
I can’t log in (email or password issues)
Learn about what issues can prevent you from logging in to your client portal and how to address them.
General troubleshooting
If you're experiencing any type of error with the client portal, try these basic troubleshooting steps.
Troubleshooting for mobile app
This article covers common issues with the TaxDome mobile app and how to quickly resolve them.
How to whitelist emails from your firm
Learn how to whitelist your firm's emails to ensure important communications reach your inbox.