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TaxDome Primer
New softwares can be tricky to navigate, so we've created this TaxDome Primer to help you through the process.
Invoices & Payments (Coming soon!)
Electronically Signing Engagement Letters
Approving Your Return (Coming soon!)
Electronically Signing Your Return (Coming soon!)
The KBA (Knowledge-based Authentication) System (Coming soon!)
What is TaxDome and Why Should I Use It?
TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:
- Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
- Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign contracts without going to multiple websites all from the comfort of your mobile phone or computer
- Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
- If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
- The client portal is mobile friendly, so you can access it anytime, anywhere!
TaxDome is free for our clients to use and is quick and easy to sign up for an account. You should receive an account invitation email if you are a new client. If you do not, please email hello@paradymefinancial.com or use the Contact Us form on the website.
Account Activation
When you have your first booking with us, you (and your spouse if we have their information already) should receive an email inviting you to activate your TaxDome account. This account is free, secure, and easy to use.
To activate your account, open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.
That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.
We also highly recommend downloading the TaxDome app available in both Google Play and the Apple App Store. This gives you on-the-go access to your account!
Account Login
To login to your TaxDome account, visit www.paradymefinancial.com and click "Client Login" in the menu. Then sign in with your username and password.
Switching Accounts
You may have multiple TaxDome accounts, such as one for your business and one for you personally. It's very simple to swap!
Once you logged in, you will see the pop-up for selecting the desired account. In the pop-up, you can see the total number of notifications that need your attention (unread documents, messages, new organizers, invoices, etc.). Choose the account you wish to access by selecting it.
You can access the pop-up anytime later by clicking on the Switch account link at the bottom of the blue sidebar. During a session, you can switch between accounts as many times as you want.
Uploading Documents (Desktop)
On a computer, you can upload documents two ways.
Drag and Drop: Drag documents and folders from your desktop to your Documents page, then drop them anywhere on the screen. You can also drop documents to a specific folder or subfolder by clicking "Folders" and dragging to the folder you wish it to upload to.
Browsing: Click the "Upload Documents" button. Browse your computer to find the documents you want to upload. You can select several files from one folder. Most documents, PDFs, and photos are allowed to be uploaded, but please no executable files (.exe, .msi, etc), videos (.mpg, .mov, etc), or archives (except for .zip which is allowed, but will be unzipped and extracted during upload). For a full list of file types we do NOT accept, see here.
A box will appear to the right where you can choose a folder to put your files in, notify the firm you're done, add more, and save. Check the I'm completely done uploading checkbox when you have finished uploading all the requested documents. We will get a notification that you’re done uploading.
Click Save. If you try to navigate away before the upload is complete, you will see a warning pop-up.
Uploading Documents (Mobile)
Using the mobile app is a great way to quickly 'scan' and upload your documents that do not have electronic versions. You can also use it to take photos of your ID or any other photos we may need.
On the mobile app, tap the Documents tab at the bottom. Then tap Upload.
Three options will appear:
- Document Scanner - This will activate your device's camera so you can take photos of your documents. The app will automatically 'scan' and take the photo of what it thinks is important, but you can take your own photo anytime by tapping the photo button.
- File Manager - This is the option to select files already on your device that you would like to upload such as PDFs or spreadsheets.
- Photo Library - This is the option to select photographs you have already taken that are being stored on your device.
Choose the option you need and follow the prompts. If you need more in-depth instruction, please see TaxDome's help file here.
Chats & Tasks (Desktop)
TaxDome has a real-time messaging system they call Chats. To view all your chats, go to Chats & Tasks in the main menu. If you have unread chats, you will find the Unread section on the top and the Read chats below, sorted chronologically by the most recent response. The unread threads are marked with a green paper plane icon and a dot, and the read threads are marked with a purple paper plane icon.
If we assign you a task, it will show up via the Chats on the right-hand side. Select the task you've completed to mark it out and have the system notify us.
Chats & Tasks (Mobile)
TaxDome has a real-time messaging system they call Chats. To view all your chats, tap Chats at the bottom of your app, then tap the chat you'd like to access. There is also a "Message Firm" button you can tap to start a new chat with us.
If we assign you a task, it will show up in the "Tasks" tab of the chat. Tap the task you've completed to mark it out and have the system notify us.
Proposals & EL's
Before we prepare your return, we send you an engagement letter (EL) outlining the extent of services, payment information, privacy, and fees. We require this letter to be electronically signed by at least one person before we allow you to continue with the preparation process. If you are filing joint with a spouse, only one spouse is required to sign this letter.
To access this on desktop, click "Proposals & EL's" on the left hand menu. On mobile, this is found under the "More" button at the bottom of your app.
Tap the blue box to sign the document, then hit "Complete".
Approving Your Return
Once we've prepared your tax return, we will upload a client copy to your account. You can find it under the "Documents" tab.
KBA Verification Error
If you encounter the error message: " Unfortunately, there are no questions available to verify your identity for the social security number provided," it means our KBA provider couldn't gather enough data from credit bureaus or public records to create the required set of five questions based on the provided SSN. This typically occurs when your financial activity hasn't been substantial enough in the public eye to generate the verification questionnaire.
As of now, there isn't a direct workaround for this issue. To provide a compliant e-signature remotely, you may need to follow these steps:
1. Print the required forms.
2. Sign the printed forms by hand.
3. Scan the signed forms back into the system.
This process allows you to provide your signature while adhering to the necessary compliance standards, despite the SSN verification error.
Need to schedule a consultation or tax preparation appointment? Use our convenient self-scheduling tool!
For information about accounting, tax return amendments, sales tax filing, payroll, or anything else, please contact us using the form here. Thank you!
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