TaxDome Client Portal

1.6K reviews
Content rating
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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
Updated on
May 3, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Device or other IDs
This app may collect these data types
Personal info, Messages and 4 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

1.58K reviews
James Hall
October 26, 2020
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.
35 people found this review helpful
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John Balasis
March 18, 2024
The app is great and it's really nice to be able to upload documents in many different ways. However, there should be a comment box or something similar where we can write a few things so the tax account looking at our docs will know why something was uploaded or what some documents might be. Other than that, the app has really worked flawlessly
8 people found this review helpful
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Tom Watson
March 13, 2024
I'm 76 and I used my phone app for everything this year. It's much easier than I expected and much easier than my desktop and scanner. My representative, Cassie Galan, as always been great to work with.
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What's new

- Added an ability to share images and documents to the app
- Bug fixes and improvements