Change your login and personal details
This article covers how to change your password, email address, session duration, personal details and mobile app security settings. The same instructions apply whether you are a firm owner, admin or team member .
Changing your password, email address or session duration
If you need to change the password or the email address you use to log in to your TaxDome portal, follow these steps:
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Click your profile at the top right, then go to Account settings. Next, click the pencil icon in the top right corner of the Login details section and enter your current password.
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Make changes to your password, email address or session duration, then click Save. By default, you stay signed in for 8 hours after entering your credentials, but you can decrease the session duration to 4 hours or 30 minutes.
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If you’ve changed your email address, enter the verification code sent to your new email address, then click Submit.
Tap your name at the top, then Edit profile. Tap the email or password field, enter your current password, then tap Save.
Changing your personal details
To change your phone number or other personal information, follow these steps:
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Click your profile at the top right, then go to Account settings. Next, click the pencil icon in the top right corner of the Personal details section.
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Make your changes, then click Save.
Tap your name at the top, then Edit profile. In the Personal details section, tap the field you want to update, then tap Save.
To change your profile photo, tap your name at the top, then tap the photo itself. Upload a new photo from your device and crop it to keep only the area you want. Your new avatar displays as soon as it’s uploaded.
Change mobile app security settings
In the mobile app, you can update your security settings at any time by changing your passcode or switching between passcode and biometric authentication (Face ID or fingerprint) for login.
Change biometric authentication settings
If you prefer the convenience of using your Face ID or fingerprint instead of entering a passcode while logging in, tap your name at the top, select Settings, and then toggle on Use Face ID to login.
Change passcode
You can set up or change the four-digit passcode by tapping your name at the top, selecting Settings, and tapping Change passcode.