TaxDome Client Portal
4.9star
1.9K reviews
100K+
Downloads
Everyone
info
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:
ā¢ Review and approve documents
ā¢ Scan and upload documents
ā¢ Chat securely with your accounting professional
ā¢ Sign documents and engagement letters electronically
ā¢ Complete questionnaires (forms)
ā¢ Pay invoices and much more!
If the firm you are interacting with ever needs anything from you ā whether it's a request for a signature, the completion of a task or payment of an invoice ā 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/
Through this secure application, you can:
ā¢ Review and approve documents
ā¢ Scan and upload documents
ā¢ Chat securely with your accounting professional
ā¢ Sign documents and engagement letters electronically
ā¢ Complete questionnaires (forms)
ā¢ Pay invoices and much more!
If the firm you are interacting with ever needs anything from you ā whether it's a request for a signature, the completion of a task or payment of an invoice ā 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/
Updated on
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.
Ratings and reviews
4.9
1.87K reviews
James Hall
- Flag inappropriate
26 October 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.
39 people found this review helpful
Renita G Ezell
- Flag inappropriate
30 August 2024
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.
1 person found this review helpful
Aaron Laverty
- Flag inappropriate
7 October 2024
I'm a customer of an accounting firm who uses the app for all communication, document storage, and billing. It's simple, easy, and thorough.
2 people found this review helpful
What's new
- Added mobile and web localization synchronization
- Enhanced feedback form to improve user experience
- Optimized loading speed for directories
- Various minor improvements and bug fixes
- Enhanced feedback form to improve user experience
- Optimized loading speed for directories
- Various minor improvements and bug fixes
App support
phone
Phone number
+18338293663
About the developer
