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Thank you for sharing your Comment! We’re sorry to hear that you find the built-in editor cumbersome. We’re committed to improving our platform and would appreciate any specific feedback you have on how we can make the editor more user-friendly. If you have suggestions or additional thoughts, please let us know. If you have any more questions or need further assistance, please don’t hesitate to reach out to our customer care team by clicking the blue question mark icon at the top of your TaxDome screen. We're here to help!

Thanks so much for your comment! Currently, the only way to let clients book appointments through the portal is by using one of our scheduler integrations, like Calendly, Acuity, YouCanBook.me, or Schedulista. For more detailed information, feel free to check out this article: help.taxdome.com/article/532-embed-scheduler. In the meantime, I’ve gone ahead and added your vote to our “Ideas Suggestion Board” regarding an internal TaxDome scheduler. This way, you’ll be kept in the loop on any progress made: feedback.taxdome.com/p/ability-to-be-able-to-schedule-appointments-with-my-clients. If you have any more questions or need further assistance, please don’t hesitate to reach out to our customer care team by clicking the blue question mark icon at the top of your TaxDome screen. We're here to help!

Thanks for your comment! all of our resources, such as help articles, webinars, the Academy, and bootcamps, are free for TaxDome users. Check out this article for more details: help.taxdome.com/category/554-taxdome-academy Please don't hesitate to contact our customer care team by clicking on the blue question mark icon at the top of the screen in TaxDome if you have more questions or need help with anything else!

Thanks for your comment! In this case, you and your clients only see the "Pay" button when opening an invoice inside TaxDome's web app. Once downloaded, the invoice is a PDF file with relevant information about it, without any embedded links or clickable buttons. Check out this article for reference help.taxdome.com/article/709-invoices-basic-edit-download-print-delete. Please don't hesitate to contact our customer care team by clicking on the blue question mark icon at the top of the screen in TaxDome if you have more questions or need help with anything else!

Appreciate.

Hello! We're excited to see your interest in our new and exciting feature! We're pleased to announce that this feature will be accessible to all TaxDome users within the next few weeks. To learn more about client-facing job statuses, check out our latest blog post linked below. Stay tuned for further updates! blog.taxdome.com/client-facing-job-statuses-where-peak-productivity-meets-client-experience/

Hi there! The new Reporting feature is gradually rolling out this month and will be available to everyone soon. It will include the detailed breakdown of services and invoice line items you’re looking for. We’re thrilled to share this new feature. Please keep an eye out for its arrival!

Hi there! Thanks for your question! You can access our new reporting system early by enabling the 'Early Access' option in your firm settings. We're thrilled to share that this feature will be available to all TaxDome users by the end of this week. Stay tuned for more updates!

Hi @Number1TravelGuru, thanks for your interest in the "Pizza Tracker" feature with TaxDome. We are currently working on this feature and our goal is to implement this by Q2 this year. Also, we have different email languages in our Template Library. Please go to Templates > Firm Templates > Emails > Copy from Library.

Hi @D-hc4ux, thank your for your comment. This is currently in our Feature Request board with an In Review status. Would you mind if you send your TaxDome portal email to success@taxdome.com so we can upvote you to this request and you will be notified for any progress? Please put a subject FRB - Upvote (Mike). Thanks

Hi @carolinamarfar, here's how you modify or customize your Pipeline - help.taxdome.com/article/106-using-pipelines#7

@@TaxDomehi that didn't answer the question. The editing view you have in your video is different than the editing view I have in my pipelines. I'd rather see a list like you have instead of side-by-side boxes like I have.

Hi @carolinamarfar, the list view has been changed to a side-by-side view. The help article I posted has been updated to the most recent version. We apologize for this inconvenience. Please know that you can also use these resources to learn more about Pipeline: help.taxdome.com/article/281-all-the-ways-to-get-help-and-tech-support

Hi, @catherinecampion8641! Thanks for your comment. All of the content we produce at TaxDome is created and devised by humans, but we’ve decided to use AI voices in some of our videos to make the production process as efficient as possible. This way, we can get relevant product-related videos out to you as quickly as possible, while still ensuring that the content is clear and easy to understand. I hope that helps!

Hi @mirandaanddexterbasden7243, we can help you setup your portal and have it ready before the next tax season starts. Here's how you schedule a 1:1 training with a live representative - help.taxdome.com/article/1100-booking-implementation-session#2

"Hi @vijayaadhikari1152, each live webinar has different links. Please see below: 1. Walkthrough of workflow automation, December 21, 2023 - ruclips.net/video/2m-LNM9qEHg/видео.htmlsi=Zt2nm53v6syP7Pi7 2. SMS Communication, December 19, 2023 - ruclips.net/video/czUR8LoBfrY/видео.htmlsi=dVrnf9UmBvpJmTzh 3. Proposals and Engagement Letters, December 7, 2023 - ruclips.net/video/XSEfZYx8znA/видео.htmlsi=sXfNeu5zJzMxGz3a 4. 5 must-know feature releases, November 28, 2023 - ruclips.net/video/M77Vlk5IeCM/видео.htmlsi=1xterX1DGy6VMmfx Also, you might be interested to join our bootcamp to help you setup your portal, please check this link to learn more - education.taxdome.com/bootcamp?"

Hi @vkhaccountingservicesllc7565, this will be implemented in TaxDome but we do not have an ETA for Xero integration yet, we will start doing research for this integration next year.

Hello, thank you for taking the time to watch the video, and we apologize if the video looks very technical to you. Your feedback is very important to us. Please know that you can schedule a 1:1 session with our live representative for a better walk-through. Here's how you can schedule a session with us: help.taxdome.com/article/1100-booking-implementation-session

Hi Marvin, this is a feature that will be release in the comming quarter, you will be able to send links to pay invoices to third parties without having to open the portal. You will find this updates on our blog once they are released: blog.taxdome.com/!

Hi Kevin, we're thrilled about this upcoming feature, we aim to release this feature next quarter. Stay tuned by subscribing to our blog page at blog.taxdome.com/ !

Hi Christine, you can change the video quality in Settings. Please submit a feature request regarding other types of videos, please see help.taxdome.com/article/203-how-to-request-a-new-feature-i-need for more information

Hi Dana, sorry to hear but aside from the scheduling a 1-on-1 screenshare, you can also reeach support through chat and email, you can do this via the help icon (blue question mark) on the upper-right. As for the share button, please make sure that document is not on the private folder, please see help.taxdome.com/article/144-sharing-documents-with-third-parties-and-clients-without-portal-access for more information

Me too

Hi Parsley, Please go to Settings > Team&Plans > on the upper-right, you'll see Pay/Change plan, please see help.taxdome.com/article/186-subscription-how-tos for more information

That's a great tip. Thank you!!!

Hi Glenn, you can drag/drop the files to the folders or you can copy/paste them from a source like your computer. Please note that this will help in uploading the client documents in bulk to TaxDome, please see help.taxdome.com/article/730-windows-app-upload-documents#3 for more information

Hi @crystalsalton, the organizer template that was used from the library was EN (US) Personal Tax Organizer (Intake Form). Please know that you can always customize the template to your liking. To learn more about editing the organizer template, please click this help.taxdome.com/article/114-custom-organizer-templates#4

Hello, Crystal! Please email your question to marketing@taxdome.com

@@TaxDome Email sent, I look forward to the reply.

@@TaxDome I sent an email and no reply regarding the SSM Marketing.

Hi Maritza, you to add a job to the Pipeline for it to start. There are three ways to add jobs to a pipeline, go here:help.taxdome.com/article/588-jobs-basic-add-manually-or-automatically.. Feel free to shedule a quick screen share session with us by clicking the Blue Help Icon (?) on the upper right corner of your TaxDome Portal so we can discuss it to you further. Support is free and unlimited.