How to Create Custom Domain
Taxaroo allows you to create a unique branded domain. Custom domains, also known as vanity URLs, appear in the address bar at the top of every browser.
Important: Before setting up your custom domain, please go to your domain management portal (for example, GoDaddy) and make sure to turn off your privacy.
How to Create A Custom Domain
Step 1: Go to https://app.taxaroo.com/login and login to your account
Step 2: Select the settings module and click on-site branding
Step 3: Check the box next to the custom domain
Step 4: Type the subdomain and domain in the required fields and click the save icon (example: subdomain: clients domain: taxaroo.com)
Step 5: An email will be triggered and sent to the technical contact on your domain registration (ex on Godaddy or Network Solutions, etc.). You must approve the SSL certificate of your white-labeled client interview portal to work properly on the subdomain of your domain name. Please click the link in that email to approve this to complete your custom domain setup.
Step 6: Please search your inbox for the following Certificate request for the subdomain. A domain where the subdomain. The domain section is what you have entered in the custom domain fields. From this email, you should have a direct link that allows you to approve this request. Please keep in mind that this email may vary depending on the domain registration you have.
Step 7: On this page, you will find the domain name, account information, and certificate identifier
Step 8: Next, you will want to make sure you set up your DNS setting. Please select the DNS module and click on the +Add record button. The type should be CNAME > enter the subdomain in the name field > enter the target and make sure you are set up for DNS only and click save when done.
Step 9: From here, you should be able to test out your custom domain. We recommend testing this either in incognito or from a completely different device. When you go back to your account, the state should display success, as in the image below.