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

This app has made my tax prep way easier than last year! The "scan" and "upload" functions are built in seamlessly and worked flawlessly. Received an ivoice from my tax preparer and was able to pay by credit card without even having to switch to a different screen. Very happy with the TaxDome Client Portal.

First time using this method. There is a learning curve but it's mostly straight forward. Some pages require more scrolling than others so I had a hard time accessing attachments. More user friendly instructions for us "old fashioned" folks would help. I like it better than paper packets now.

I used Tax Dome for setting up for an estate tax return. The estate had an associated Trust but the trust did not actually pay money to the estate. So there was no K-1 issued, but I used that Trust page of the Tax Dome app to enter the information about the Trust. It kind of fit; I'm sure the accountant will figure it out. Also there was no place to enter a 1099 form that was issued to the decedent, rather than to the estate. Again, I entered it and expect the accountant will figure it out.

What’s new

- Minor fixes and UX improvements to enhance stability and performance