Custom Website (Basic): Set Up a Custom Website URL

pro

This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.

TaxDome allows you to fully white-label your website address: Use your own domain name (e.g., yourtaxfirm.com) without including ours (e.g., yourtaxfirm.taxdome.com). Here, we show you how.

💡 This can get a little technical. Fast-forward to Help! I Want You to Set Up My Custom Domain if you want to avoid the jargon and have us take care of it instead.


Covered here:

Add the DNS Records to Your Domain Name Registrar DNS

If you own a domain, you’ll need to add the DNS records to your registrar’s DNS.

  • To set up the main domain (e.g., yourtaxfirm.com):

Many registrars don’t allow you to add a CNAME record for the main domain. We offer a free redirection service to bypass this limitation. On your domain name registration’s DNS management page, go to the DNS records section, create two new A records for @: one that points to 34.198.164.57 and another one points to 3.218.123.74 (the redirection addresses). Next, create a CNAME record for www, point it to your firm’s TaxDome URL (e.g., yourtaxfirm.taxdome.com), then save the changes.

  • To set up a subdomain (e.g., portal.yourtaxfirm.com):

On your domain name registration’s DNS management page, go to the DNS records section, create a CNAME record for your subdomain, point it to your firm’s TaxDome URL (e.g., yourtaxfirm.taxdome.com), then save the changes.

Domain name registrars have different interfaces for setting this up. Below, we show you how with some frequently used ones:

It can take up to 48 hours for a CNAME record to get updated, but it’s usually about an hour.

Add Your Domain/Subdomain to Your TaxDome Account

Your custom domain won’t work until you add it to your TaxDome account. A custom domain can be added by a firm owner or admin.

Go to Settings, then open your Firm Settings tab. Find the Custom Domains section, then enter your custom domain and subdomain (if you are keeping your website separate from your TaxDome portal) in the required fields. Click Add domain. TaxDome automatically verifies that the domain/subdomain is set up correctly, and then issues an SSL certificate (this authenticates the website and enables an encrypted connection).

tip

Note! We offer only one custom domain per firm.

Monitor the domain verification process by viewing the status next to it. You’ll see either one of these messages:

  • Preparing config: This means the SSL certificate is being prepared.
  • All Good: This means the SSL certificate is ready.

Once you’ve added a custom domain/subdomain for your TaxDome portal, you, your team, and your clients will be able to access the portal at the new URL.

Getting an Error?

  • Check that there are no spaces in your domain name or after it.
  • Check the spelling of your domain name.
  • Check that all letters are lowercase.
  • The domain/subdomain you’ve added in the DNS settings should match the one you’re adding in TaxDome’s settings. For example, if you’ve added a CNAME record for the subdomain name “portal,” you should type “portal.yourtaxfirm.com” in TaxDome’s settings; if you’ve added DNS records for “www,” you should type “www.yourtaxfirm.com” in TaxDome’s settings.

If your domain isn’t verified within 24 hours, request help from our support team!

Example: How to Set Up a GoDaddy DNS for Your Main Domain

To make your clients see your main website URL in the address bar instead of taxdome.com, follow these steps:

1. Go to the domains page on GoDaddy, click your domain name, scroll down to Additional Settings, then click Manage DNS.

2. Navigate to the Records section at the top of the same page, locate the A row with @ in the Name column, then click the Edit button to the far right to make changes to it.

3. Enter 34.198.164.57 in the Points to field, then click Save. Click Add button, choose A in the Type field, enter @ to the Name field and 3.218.123.74 to the Value field. Click Add record.


4. Navigate to the Records section at the top of the same page, locate the CNAME row with www in the Name column, then click the edit to the far right to make changes to it.

5. Enter your firm’s TaxDome URL in the Points to field, then click Save.


6. Add your main domain to your TaxDome Account (for more details, go here).

Example: How to Set Up a GoDaddy DNS for a Subdomain

To set up a custom subdomain to your TaxDome client account portal (e.g., portal.yourtaxfirm.com), use your main URL for your website and make the subdomain point to your TaxDome client account portal.

Here’s how:

1. Go to the domains page on GoDaddy, click your domain name, scroll down to Additional Settings, then click Manage DNS.

2. In the Records section, add a new CNAME record by clicking ADD:

  • In the Type field, select CNAME from the pull-down.
  • For Host, enter your subdomain name (e.g., portal). Note: Do not type your main website URL here (e.g., portal.yourtaxfirm.com); you will get an error.
  • For Points to, enter your TaxDome firm’s URL (e.g., yourtaxfirm.taxdome.com).

3. Click SAVE.

4. Add your subdomain to your TaxDome account (for more details, go here).

Example: How to Set Up a Bluehost Domain/Subdomain

For more detailed instructions on how to forward your Bluehost Domain, go to Bluehost’s support site.

Here are the quick instructions:

Setting up a Main Domain

  1. Go to the Domains page in your Bluehost dashboard, then click Manage to the right of the domain name you want to add a DNS record to. Click on the DNS tab.
  2. Either modify the existing A Record or create a new one by clicking Add DNS Record. In the Host Record field, enter @. In the Points to field, enter 34.198.164.57. Click Save. Add one more A record and point it to 3.218.123.74.
  3. Click Add DNS Record, select CNAME as the type, then enter www in the Host Record field and your TaxDome firm URL (e.g., yourtaxfirm.taxdome.com) in the Points to field. Click Save.

Setting up a SubDomain

  1. Go to the Domains page on your Bluehost dashboard. Click Manage to the right of the domain you want to add a CNAME record to. Click on the DNS tab.
  2. Click Add DNS Record, select CNAME as the type. In the Host Record field, enter your subdomain name (e.g., portal). In the Points to field, enter your TaxDome firm URL (e.g., yourtaxfirm.taxdome.com). Click Save.
attention

Attention! We’ve had DNS issues with Bluehost. If you can, try another registrar to avoid DNS errors.

Example: How to Set Up a Namecheap Domain/Subdomain

Here’s how:

1. Go to the Domain List section of your Namecheap account, click MANAGE to the right of your domain name, then open Advanced DNS.

2. Select your option:

To Set up the Main Domain

Click ADD NEW RECORD or edit the existing A Record: In the Host field, enter @; in the Value field, enter 34.198.164.57. Save your changes. Add one more A record and point it to 3.218.123.74.

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter www. In the Value field, enter your TaxDome firm URL (e.g., yourtaxfirm.taxdome.com). Save your changes.

To Set up the Subdomain

Click ADD NEW RECORD, select CNAME Record for Type. In the Host field, enter your subdomain name (e.g., portal). In the Target field, enter your TaxDome firm URL (e.g., yourtaxfirm.taxdome.com). Click the checkmark on the top right to save your changes.

3. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Squarespace Domain/Subdomain

Here’s how:

1. Go to the Domains section of your Squarespace account, select Manage Domain for your domain, then open ADVANCED SETTINGS.

2. If you want to set up your main domain (e.g., www.yourtaxfirm.com), select the Website Defaults section from the pull-down menu, then remove your default records by clicking on the delete icon. If you want to set up your subdomain (e.g., portal.yourtaxfirm.com), skip this step.

3. Select your option:

To Set up the Main Domain

Scroll to A Record. In the first field, enter @. In the URL field, enter 34.198.164.57. Click ADD. Add one more A record and point it to 3.218.123.74.

Scroll to CNAME Records. In the first field, enter www. In the URL field, enter your TaxDome firm URL (e.g., yourtaxfirm.taxdome.com). Click ADD.

To Set up the Subdomain

Scroll to CNAME Records. In the first field, enter portal. In the URL field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Click ADD.

4. Click SAVE on the top left.

5. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Wix Domain/Subdomain

Here’s how:

1. Sign in to your Wix account, click your name on the top right, then select Domains.

2. Open the Advanced tab.

3. Click Edit DNS.

4. Select your option:

To Set up the Main Domain

Go to the A (Host) section, click + Add another link or edit the existing record. In the Host Name field, enter @. In the Points to field, enter 34.198.164.57. Click Save DNS. Add one more A record and point it to 3.218.123.74.

Browse to the CNAME (ALIASES) section, then click + Add another link. In the Host Name field, enter www. In the Points to field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Click Save DNS.

To Set up the Subdomain

Browse to the CNAME (ALIASES) section, then click + Add another. In the Host Name field, enter the required subdomain (e.g, portal). In the Points to field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Click Save DNS.


5. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Google Domain/Subdomain

For more detailed instructions on how to forward your Google Domain, go to Google Domains Help.

Here are the quick instructions:

1. Sign in to Google Domains, click the domain you want to set up, then click the burger menu. Click the DNS icon and scroll to the Custom resource records section.

2. Select your option:

To Set up the Main Domain

Create or edit the A Record: Either leave the the first field empty or enter your domain name. In the drop-down menu, select A. In the TTL field, enter 1H. In the data field, enter 34.198.164.57. Click Add. Add one more A record and point it to 3.218.123.74.

Create a CNAME record: In the first field, enter www. In the drop-down menu, select CNAME. In the TTL field, enter 1H. In the data field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com).

To Set up the Subdomain

Create a CNAME record: In the first field, enter the required subdomain (e.g., portal). In the drop-down menu, select CNAME. In the data field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com).

3. Add your domain/subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Domain.com Domain/Subdomain

Here's how:

1. Go to the Domains section of your domains.com account, click the Manage link for your domain, go to the DNS & Nameservers section, then select the DNS RECORDS tab.

2. Select your option:

To Set up the Main Domain

Click Add DNS Record or edit the existing A Record: In the Name field, enter @; in the IP Address field, enter 34.198.164.57. Save your changes. Add one more A record and point it to 34.198.164.57. Add one more A record and point it to 3.218.123.74.

Click Add DNS Record. In the Type field, select CNAME. In the Name field, enter www. In the Content field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Save your changes.

To Set up the Subdomain

Click Add DNS Record. In the Type field, select CNAME. In the Name field, enter your subdomain name (e.g., portal). In the Content field, enter your TaxDome firm URL (e.g., yourfirmname.taxdome.com). Save your changes.

3. Add your subdomain to your TaxDome Account (for more details, go here).

Example: How to Set Up a Cloudflare Domain/Subdomain

For more detailed instructions on how to forward your Cloudflare domain, go to Cloudflare’s support site.

Here are the quick instructions:

Setting up a Main Domain

1. Log in to your Cloudflare account.
2. From the drop-down menu on the top left, select your domain.
3. Select the DNS settings tab.

4. Add a new A record for @: In the dropdown menu for Type, select A; in the Name field, select @; then in the IPv4 address field, enter 34.198.164.57 for the domain name.

5. Add a record: In the drop-down menu for Type, select CNAME; in the Name field, enter www; in the Domain name field, enter your TaxDome address (example.taxdome.com). Then toggle off the Proxy status.

6. Click Save when you’re done.

Setting up a SubDomain

  1. Log in to your Cloudflare account.
  2. From the drop-down menu on the top left, select your domain.
  3. Select the DNS settings tab.
  4. Add a record: In the drop-down menu for Type, select CNAME; in the Name field, enter portal; in the Domain name field, enter your TaxDome address (example.taxdome.com). Then toggle off the Proxy status.
  5. Click Save when you’re done.

Removing Your Domain

A custom domain that has been successfully added to your TaxDome portal has an x to the far right. Click the x to remove your domain, then confirm.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us