TaxDome Client Knowledge Base

Getting Started

  • Start using your portal
  • Your home page: what you can do from here
  • How to sign docs
  • How to pay an invoice
  • How to complete an organizer
  • How to send message to your firm
  • How to manage billing

Categories

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