System-wide features

Intro to tools that work across TaxDome: filters, templates, shortcodes, integrations, and reminders.

Filters explained

Learn how filters work in TaxDome and which filter version is available on each page.

Learn what shortcodes are and how they auto-fill dynamic data in TaxDome templates.

Learn about TaxDome tags to organize data, trigger automations, and optimize workflows.

Learn what templates are in TaxDome, who can create and use them, and how they connect to automations.

Ensure clear clients, tasks, and projects ownership across your team.

Get access to a centralized audit trail for all system events happening in your portal.

Use Inbox+ to manage notifications for all TaxDome activity.

What the Insights page shows and how to add, move, and remove its widgets.

Connect TaxDome with accounting software, payment processors, tax programs, and other tools to automate your workflow.

How reminders work in TaxDome — what they do, who receives them, and how they fit into your workflow.

Use old-version filters in TaxDome to narrow lists, save selections as templates, and share with your team.