TaxDome Client Portal

TaxDome

About this app

The easy way to communicate and share documents with your accountant.

With your TaxDome app, you can:
- Upload and scan documents
- Securely message your accountant
- Electronically sign documents & contracts
- Pay invoices
* and more!

If you have individual and business accounts, or have several businesses, the app allows you to quickly switch between them. No need to remember different passwords!

Over 600 reviews with 4.7 stars on Capterra: https://www.capterra.com/p/186749/TaxDome/reviews/

Ratings and reviews

We were looking to move to something more efficient. Our old vendor made some major updates that broke a bunch of things and we hadn't even finished tax season yet! I was sold on the demo and doing my own research. I tried the two week trial with the intention of signing up. The pricing model is fair and generous and there are a lot of features one gets. Ive tested with my staff and we are in! We are excited about the increased efficiency and will be consolidating 3 different platforms.

This software just keeps getting better. The company listens, that's probably one of the most amazing traits that I've experienced in a long time. Built on top of great software it makes a great addition to any tax practice. Affordable by all means. The website that you get as well as the client portal are worth the money alone. We automation capabilities are up to your own imagination pretty much.

Primitive utility, I created a folder but you can't upload to that folder. Why can't I drag and drop files. I ended up putting everything on a flash drive for my CPA. This service isn't worth paying for.

What's new

Fixed some scanner bugs