When you start your free trial with TaxTank, you’ll get a quick guided experience to help you set things up and start exploring with confidence.
Step 1: Watch the welcome video
The welcome video on your dashboard is the perfect place to start. In just a few minutes, it covers how to:
Choose your first Tank to trial
Navigate your dashboard and onboarding goals
Understand the difference between forecasted and actual tax estimates
Use key tools like Reports, Tax Summary and the Spare Tank
Invite your accountant or advisor to collaborate
Manage important tax info like capital losses and student loans
Access help and support when you need it
Step 2: Follow the onboarding checklist
Each Tank has its own onboarding checklist to walk you through the setup process. This includes linking data, entering key details, and understanding how the Tank works to keep your tax position accurate.
The checklist updates as you go, so you’ll always know what’s left to complete.
✅ Look for the checklist icon inside each Tank to track your progress.
Step 3: Use built-in help as you go
As you explore, you’ll see helpful tooltips, videos and links to support articles throughout the platform — so you can learn by doing, without leaving the page.
Need more support?
You can:
Browse our full Support Centre for detailed articles and videos
Click the chat icon in the bottom corner to message our support team directly
Or reply to any onboarding emails you receive from us
FAQs
Q: Can I book a session/appointment for extra help with onboarding?
A: Yes! On your dashboard, find the Need onboarding help? section and click the Book Consultation button. You can choose a 30- or 60-minute one-to-one session.
Q: What will happen during the session?
A: A member of our team will guide you through your account, answer any questions, and help you get set up with features like bank feeds, depreciation schedules, or property entries.
Q: How do I prepare for my session?
A: Have your account details and any questions ready. If you’re working on something specific, like entering properties or connecting your bank, it helps to have that prepared so we can make the session productive.
Q: Can I reschedule or cancel my session?
A: Yes. You can manage your booking on the same page. Please reschedule or cancel in advance to free up your slot for someone else.
Q: Is there a cost for the consultation?
A: Yes, these one-to-one onboarding sessions have a fee, which is displayed when you book your appointment.