TaxDome Client Knowledge Base

Getting Started

  • Client Dashboard & Portal Overview
  • Client Registration
  • Signing In (Desktop and Mobile)
  • Account Settings: Change Email, Language, Password
  • Contacting Your Preparer/Firm
  • Portal Access: Multiple Logins & Profiles
  • Two-Factor Authentication
  • How to Log Out (Desktop and Mobile)
  • Supported Browsers and System Requirements

Categories

  • Getting Started
  • Documents
  • Secure Messages
  • Invoices
  • Client Portal Mobile App
  • Troubleshooting
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