TaxDome Lite: Getting Started

This page is for TaxDome Lite users only.

Welcome to TaxDome Lite, specifically designed for people searching for an accounting-specific alternative to SmartVault or Dropbox—and equipped with a mobile-friendly client portal and mobile app, e-signatures and CRM to boot. TaxDome Lite is currently available in U.S.A. and Canada only.

Below, find a glossary of all TaxDome Lite features. Watch the video for a quick overview, then click on any link to find out more about each topic.

Getting Started

• Dashboard & Inbox+ Notifications
• Your Firm’s Setup
• Create & Apply Tags

CRM & Clients

• Contacts & Accounts
• Import
• Explore Accounts List
• Client Account Profiles
• Custom CRM Fields
• Account Notes
• Client Portal—Introduce TaxDome to Clients

Documents

• Documents
• Document Statuses
• Uploading Documents
• Create & Apply Folder Templates
• Request E-Feedback (Approve/Disapprove) from Clients
• Request E-Signatures from Clients
• Knowledge-Based Authentication (KBA)
• Request Docs From Clients or Third Parties
• Share Docs With Third Parties or Clients Without Portal Access

Messaging

• Send & Receive Messages
• Create & Apply Message Templates

Apps

• TaxDome Windows Application
• TaxDome MacOS Application
• TaxDome Drive: Automatically Keep Client Files in Sync With Your PC/Mac

Additional Features to Explore

• Two-Factor Authentication
• Change Your Language Preferences
• Change Your Notification Preferences
• System-Generated Emails
• Portal Access, Notifications & Email Sync—How Everything Works Together
• Customize, Use & Remove the Client Portal Sign-Up Link
• Reusable Filter Templates
• Manual & Automatic Reminders
• Create & Apply Signature Templates
• Apply Bulk Actions to Account Lists