TaxDome Client Portal

TaxDome

About this app

This app is for clients of firms using TaxDome to work and communicate with their accountants, tax professionals and bookkeepers.

Through this secure application, you can:

• Review and approve documents
• Scan and upload documents
• Chat securely with your accounting professional
• Sign documents and engagement letters electronically
• Complete questionnaires (forms)
• Pay invoices and much more!


If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind.

Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security.

For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/

Ratings and reviews

Even after deleting the app and re-installing it, the login page says my password has expired - even though it still works perfectly on the website login. There is no way to currently reset your account password because the app redirects you to a web page that goes completely blank after typing in your email and clicking the 'reset password' button. APP DEVS, PLEASE FIX THIS ISSUE ASAP!

Edit: Can't add any numbers. Specifically in the pay invoice section and verify with social security number after Docusigning, in the APP version. I Switched to Browser to bypass the errors. When entering the credit card or ACH info it just kept saying Error, Fields Can Not Be Blank when hitting submit, all fields full. When entering social security number after docusign to verify identity, you hit Finish and nothing happens. the Verify with social comes back up and your stuck in that loop. thx

UI could be fixed. At one point, the "checkmark" to complete on a page is so high that the phone's UI (battery and wifi network) blocked the part that can be pressed. Also, please update the app icon to be material themed. Currently it is a square inside a circle.

What’s new

– Updated document upload flow
– Added landscape mode for document signing
– Billing: added timestamps for posted and paid dates
– Improved folder UI and recent folder search
– Improved full login flow
– Fixed Calendly booking errors
– Various other fixes and improvements