TaxDome

1. When you first log into TaxDome, you will see the Insights page. This will give an overview of open tasks, client activity, etc.

2. Your inbox will have notifications here that may apply to you, such as updates to tasks and communications.

3. You can also filter these by type to make them easier to navigate when there are many notifications.

4. Under Accounts will be every Client account you have access to. This may include Client-Facing accounts, Client Internal (- Firm) accounts, and your Team Member Portal.

5. The Team Chat tab is for internal Firm chats. This is a fairly new feature on TaxDome, and we don't use it much currently. For this purpose, we use Google Spaces instead.

6. The Communications tab is for all Client communications, mostly portal chats.

7. The Tasks tab under Workflow shows all the open tasks assigned to you, along with the associated client, stage, due date, and priority. Click the gear in the corner to reorganize the information columns.

8. The Organizers tab lists all organizers sent to client accounts, and the status for each one.

9. The Activity Feed tab documents all activity across LEACIF's TaxDome portal, including Firm member actions, Client actions, login activity, and automated actions.

10. For settings, go to your name in the upper right corner, click the dropdown and click on Account settings

11. Here you can update your login details, such as your password and MFA settings.

12. You can also update your notification preferences here to your liking. Inbox+ refers to push notifications that are viewed after logging into TaxDome, while also having the option to have them come through email.

13. Here, you can also sync your email to send emails through TaxDome. There is a space to add your email signature graphic for emails that come through this way.

Exploring Client Accounts

The next few steps explore the different sections of a Client account on TaxDome.

14. When clicking on an account, you will first get an overview of each section of the Client account, including documents, tasks, messages, etc.

To navigate to each tab, click 'View all' under one of the sections, or use the tabs above.

15. The Info section will have all information associated with the Client. This includes contacts associated with the account, assigned team members, Google Drive folders, and other information.

16. The Documents section is where all documents are shared and provided between the Firm and Client. Depending on the engagement, this section has a specific folder structure.

17. The Communication tab shows all chats between the client account and the firm.

18. The Organizers tab is for all the organizers sent to the account.

19. The last important section is the Proposals & ELs tab. This tab contains all Proposals, including their Engagement Agreements and Privacy Policies, sent to the account.