TaxDome Client Portal

TaxDome Client Portal

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/