Get templates from Marketplace

TaxDome Marketplace is a catalog of ready-made TaxDome templates. Use it to view, download and customize templates, and leave feedback on them.

Marketplace overview

Marketplace provides the advantage of best practices and the opportunity to enhance your processes by applying templates shared by professionals. Apply ready-made templates for pipelines, proposals, tasks, emails, and more to save loads of time. You can view, download, and purchase templates created by other firms, as well as access free templates designed by TaxDome and other content creators.

This is how it works when you want to apply templates:

• View and find templates to add to your workspace. Each template has a detailed page with a description, image, and video which help you to ensure if it will be helpful for you.

Tip

You can search for country-specific templates by using Ctrl+F and the keyword in your browser. For example, to find Canadian content, use Ctrl+F and type CAN in the search field.

• Download and edit downloaded templates. You can get different template types one by one (e.g., proposal, signature) or download a pipeline template that includes automations and all templates inside it, such as for tasks, organizers, emails, and more.

• Start using them, then provide feedback through a simple web form

…and enjoy your refined workflow!

View templates in Marketplace

In the Templates > Marketplace section, you can find available templates displayed as cards. Each template card shows its price or a Free label.

To quickly find the templates you need, you can:

a) Browse category tabs: view all templates or a specific type (pipelines, organizers, folders, etc.).

b) Sort templates by Most popular, Newest, Price (lowest/highest), or Name (A-Z).

c) Filter templates by country or language.

Click on any card to open the template page. You will see:

• Template’s author/update date. It might be created by TaxDome or third-party content creators. 
• The description on the left and the image on the right will provide you with all the other details. Watch videos to find even more.

Download templates

To download a template, click on the button with its price or on Get for free at the top. 

If the template is the paid one, you will be required to enter your payment details and proceed with the payment first. Find out more about your payment options .

The downloaded template will appear in your template library which you can access by navigating to Templates > Firm templates. You will get an Inbox+ notification about each downloaded template.

Tip

By downloading a pipeline template you’ll also get all the templates inside it, such as for tasks, client chats, emails, and so on. If you delete a pipeline template or remove some automations from it, it won’t delete the templates downloaded with it.

Add template review

You can add your opinion on any template and rate it. This will help us to improve the Marketplace content.

From the template page, click the Add a review link at the top to open the feedback form, enter your feedback, and click Submit.

Share templates

To share a template with colleagues or other firms, open its page and click Share at the top. TaxDome copies a link to the template. Any team member who opens the link sees the template in their own firm’s Marketplace. If they aren’t logged in, TaxDome asks them to log in first.

Our template library (outdated)

The template library is the older collection of free TaxDome templates from before Marketplace. You can still copy templates from it by category and edit them to fit your needs.

Templates can be copied from the library by the firm owner, admins or team members with the Manage templates access right .

To add templates from the library:

1. Go to Templates > Firm templates from the left menu bar.

2. Open the tab for the template type you need and click Copy from library.

3. Click the copy icon to the far right of the template you want to use. It’s added to your templates list, where you can edit it.

Tip

Keep your template lists clean and uncluttered. If you no longer need a template, delete it.

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