Migrate From TaxDome to Remindoo
Moving from TaxDome mainly affects your clients, because TaxDome's portal is what they see. Client records and contacts export and import; pipelines, organizers, signed documents and message history need planning. Allow one full service cycle running in parallel.
Moving from TaxDome mainly affects your clients, because TaxDome's portal is what they see. Client records and contacts export and import; pipelines, organizers, signed documents and message history need planning. Allow one full service cycle running in parallel.
Last updated: September 2026
What is involved in moving from TaxDome?
TaxDome is a strong product, particularly for tax-first firms that want the portal, organizers, signatures and workflow from one vendor. Firms that leave it usually do so for cost direction as headcount grows, or because their service mix has moved away from a tax-season rhythm.
The distinctive feature of this migration is that it is client-facing. Your clients have a login, a portal habit and, often, a folder of documents they can see. Changing the internal tool is straightforward by comparison with changing what a client sees in March.
Plan the client communication before the data. A short, specific note telling clients what changes, when, and what they need to do lands far better than a surprise new login link.
What moves and what does not
Readable text in every cell. Where something has to be done by hand, the table says so rather than implying an automatic transfer.
| Item | How it moves | What to watch |
|---|---|---|
| Client records and contacts | Exports from TaxDome, imports to Remindoo | Check entity types and primary contacts after import |
| Documents | Manual export and upload | Export by client; prioritize current-year files |
| Pipelines and job templates | Rebuilt | A good moment to simplify rather than copy step for step |
| Organizers | Rebuilt as client request lists | Map each organizer section to a request item |
| Signed documents | Downloaded and archived | Keep executed copies; signing history stays with the original vendor |
| Client portal logins | New invitations | Send in a quiet week, never mid-season |
| Invoices and payment history | Exported for records | Open balances are re-entered, not imported |
Accurate as at September 2026. Export options change, so confirm current capabilities with your existing vendor.
What has to be rebuilt?
These do not transfer from any system to any other, and pretending otherwise is how migrations slip.
- Job templates for every recurring service, using internal and external due dates.
- Client request lists that replace your organizer sections.
- Recurring schedules for monthly and quarterly work.
- Roles and permissions for preparers, reviewers and administrators.
- Client-facing email wording, since your portal messages will change.
How long does the migration take?
A realistic sequence for a firm that has agreed its process. Add time, not people, if that decision is still open.
Weeks 1-2: export and import
Export clients, contacts and current-year documents. Import clients, then check a sample for entity type, contact and service accuracy.
Weeks 3-4: rebuild the work
Build your recurring services and request lists. Rebuild the three highest-volume services first and leave the long tail.
Weeks 5-6: pilot
Run one service line for real with a subset of clients, including portal invitations, so you find the friction on twenty clients rather than four hundred.
Weeks 7-8: switch and communicate
Invite the remaining clients, redirect requests to the new portal and keep read-only access to the old system for reference.
Switching checklist
Work top to bottom. Nothing below the import line should start before a sample of imported records has been checked.
- Confirm your contract end date and any notice period with TaxDome.
- Export the client list and contacts to CSV.
- Export current-year documents, organized by client.
- Download executed engagement letters and signed documents.
- List every pipeline in use and decide which ones survive.
- Map organizer sections to request items.
- Import clients and audit a sample of twenty.
- Rebuild the top three services with due dates and owners.
- Pilot with twenty clients through one full cycle.
- Write the client email explaining the new portal.
- Invite remaining clients in batches, not all at once.
- Keep read-only access to the old system for at least one filing cycle.
Should you run both systems in parallel?
Yes, briefly, and with rules.
- Run in parallel for one cycle of your most frequent service, and keep the old system read-only rather than live.
- Tell clients exactly one place to upload. Two live portals is the single most reliable way to lose a document.
- Never begin the client-facing switch between January and April.
What our team does
So you know exactly where the line is between our work and yours.
- We import your client list and contacts from a CSV or an export from your current system.
- We build your first three recurring services with you rather than handing you a blank template library.
- We set the internal and external due dates for those services so the first cycle runs properly.
- We stay with you through one complete cycle of your busiest recurring service before you are on your own.
Before you switch
Frequently asked questions
Can we export our data from TaxDome?
Client and contact data export in standard formats, and documents can be downloaded. Pipelines, organizer structures and in-platform message history are not portable in a usable form and are rebuilt. Confirm current export options with TaxDome directly.
What happens to documents already signed in TaxDome?
Download executed copies and store them in your new system or your document archive. The signature audit trail lives with the platform that captured it, which is a reason to keep read-only access for a period after switching.
When is the best time to migrate from TaxDome?
May through August for most US firms. The work is largely done by the time extensions ramp up in September, and you are not asking clients to learn a new portal while they are waiting on a return.
Will our clients need new logins?
Yes. Portal access is specific to each platform, so clients receive a new invitation. Send it in batches with a short explanation of what changes and what they need to do, rather than as a bare system email.
What does Remindoo do during the migration?
We import your client list, build your first three recurring services with you, set the internal and external due dates, and stay with you through one complete cycle of your busiest service before you run it alone.
Planning a move from TaxDome?
Book a call with your client count and service list, and we will map the migration against your calendar before you commit to anything.