TaxDome Client Care (client-facing support)
Note
TaxDome Client Care is available to firms in the US and Canada. On seat-based pricing, it’s available with the Business plan. On client-based pricing , it’s an add-on at $100 a month ($150 CAD in Canada), billed separately from your plan.TaxDome Client Care is client-facing support from TaxDome. Clients can get answers about using TaxDome without contacting your firm for help.
TaxDome Client Care explained
TaxDome Client Care assists the clients of TaxDome firms with technical questions about navigating the platform. Clients reach it through a dedicated link in the client portal, so they can get help when they need it.
With Client Care enabled, clients can contact TaxDome’s support team about platform-related questions, including:
- How to upload documents or photos
- How to sign documents electronically
- How to find and contact their assigned professional through the portal
- How to navigate the dashboard and access files
TaxDome’s support includes both frequently asked questions (FAQs) and live support from a TaxDome team member if additional help is needed. Support agents help clients understand and troubleshoot platform functions, giving your team a break from common technical questions.
How TaxDome Client Care works
With Client Care enabled:
- Clients get support from their portal. Clients can open the Tech support link from any page of their TaxDome portal and connect with technical help at any time.
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Frequently asked questions are answered automatically. Clients can find answers to common questions about basic tasks, such as uploading files, signing documents, or navigating their dashboard.
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Live help is available. If a question isn’t covered by the FAQs, clients can connect with a TaxDome support agent.
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Work-specific questions go back to your firm. For questions about their work with your firm, such as tax filing status or specific advice, agents direct clients to contact your firm. Agents are trained to tell platform-related questions from work-related ones.
Turn Client Care on or off
If your firm is on seat-based pricing, Client Care is available by default with the Business plan. If your firm is on client-based pricing in the US, go to Settings > Team & plans, open the Add-ons tab, and click Contact sales on the TaxDome Client Care card. In Canada, contact TaxDome Sales . If it isn’t enabled, the Client support section shows a Contact sales button that opens a chat with TaxDome.
Once Client Care is available, the firm owner or admins can choose whether to use it or handle clients’ requests themselves. To do so:
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Go to Settings > Firm settings from the sidebar menu.
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In the Client support section, choose the appropriate toggle.
Benefits for your firm
By giving clients a direct support channel, Client Care reassures clients and offers distinct advantages for your firm:
- It frees up your team to focus on core services instead of platform-related questions
- It elevates your brand with a separate, professional support channel, which improves clients’ view of your firm’s service level
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