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 is my first time using the app. for tax prep service. It's user friendly and makes sharing documents very easy. The scanner feature makes copying and uploading documents super easy. The quality of the scanned photos are much better than taking pictures with my phone.

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.