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

I found this app very easy to use, considering that I am not incredibly tech savvy. The steps are laid out so, if followed, you will be good to go. I still worry about security, though, since all of my financial details are documented here. I hope 🙏 that security is a critical top priority here but, security breaks are happening everywhere.

Logging in is ridiculous every time the app updates, your login info is missing. Not a problem, I'll just re-enter it. Takes my fingerprint to verify it's me. Then it sends a code to my email. Then it tells me to set up a passkey. Then it asks for my finger print again. I'm a millennial and even I think this is ridiculous. I won't use the app, I'll use my computer. Uninstalled. Do not recommend.

I’ve been using TaxDome to manage my business documents and communicate with my CPA, and it has been a great experience. Having secure messaging, document uploads, and updates in one organized place makes the process much smoother and more efficient. Overall, it is a user-friendly app that saves time and reduces stress. I highly recommend it to anyone running a business or working with a tax professional.