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/