Firm management

Get work done with mobile and desktop apps for your firm and clients

Get all the tools you need to work in the office and on the go. In addition to cloud-based web access, TaxDome offers native iOS and Android apps for firms and clients to collaborate wherever and whenever – sign documents, review proposals, scan and upload documents, and more.

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Apps that keep firms and their clients connected

Stay connected and productive no matter where you are. TaxDome’s apps for accounting firms and clients make it easy to manage work, share documents, and communicate securely — from any device, anytime.

Firm mobile app

Manage your firm on the go — track progress, respond to clients, and more right from your pocket. Download for iOS or Android.

Firm desktop app

Boost productivity with a desktop app tailored for streamlined workflow management.

Client mobile app

Give clients the freedom to communicate with your firm with ease, all from their smartphones. Download for iOS or Android.

Client web portal

Provide a professional online experience with a user-friendly and secure client portal.

Boost your brand with the top-rated client portal on the iOS app store

The mobile experience your clients will love

Empower clients to interact with your firm from anywhere.

iOS and Android apps

Client can access your firm’s portal on any device.

Easy document management and e-signatures

Review and e-sign docs effortlessly, just like on the web app.

Secure communication in real-time

Stay connected with built-in secure chat.

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4.9/5★ mobile apps for exceptional client experience

Manage tasks, documents, and communication securely – anytime, anywhere.

App Store Google Play

Top-100

Among finance apps worldwide.

3M+

Users love TaxDome's mobile apps.

Manage your firm from the office or on-the-go

Improve team collaboration and manage all back-office operations with TaxDome’s firm mobile or desktop apps

Swiftly upload your docs and folders to TaxDome. Choose the clients for whom you want to upload documents, connect docs to specific jobs, and more.

Upload documents and request e-signature from your clients. Add signature fields for the taxpayer and their spouse, and include knowledge-based authentication (KBA) when needed.

Print, save and send docs from any tax software directly to TaxDome. Scan PDF files directly to TaxDome and merge, split and modify with our native PDF-editor later.

Get paid on time, every time – with a seamless, secure payment experience, reducing delays and simplifying collections.

Send automatic email and push notifications to nudge clients along the way.

Take your clients from proposals to signed engagement letters on any device.

Access documents on Windows File Explorer

Enjoy how simple it is to work with documents on your PC.

Stay connected from anywhere, at any time, with mobile apps for iOS and Android

Run your firm from the palm of your hand.

View and edit documents directly from Windows File Explorer like Dropbox or Google Drive
Print, save, and send documents to TaxDome directly from any tax software

Have all your contact and account data at your fingertips
Track your firm activity through timely notifications
Access secure messaging, calls, and emails on the go

Our clients’ experience speaks for itself

“I’ve had fantastic feedback on the mobile app. Clients are able to fill out organizers whenever it’s convenient for them.”

“The thing that really sold me was the print to TaxDome function – when I was printing a tax return, I could print it right to the client’s folder in TaxDome.”

“My clients love the mobile portal because it’s easy to use. They never log into TaxDome on the computer — they do everything on mobile.”

Silver Stevie Winner 2026, sales and customer service

Silver Stevie Winner 2026, great employers

CPA Practice Advisor Readers’ Choice Awards 2026 winner

Is your firm scaling or just getting harder to run?

Many growing accounting firms don’t realize they’ve outgrown their systems until inefficiencies start eroding margins and growth becomes harder to manage. We analyzed 20 high-performing firms representing $100M+ in revenue to uncover how they reduce operational drag and scale without chaos. If your firm has 5+ employees and feels increasingly complex to run, this is your playbook.

Frequently asked questions

What apps does TaxDome offer?

TaxDome offers a mobile app for clients, a mobile app for firm staff, and a desktop app for faster document management. Everything’s built to keep your firm connected and efficient from anywhere.

Can my clients use a mobile app to complete an organizer?

Definitely, they can use both the mobile app and web portal to fill in organizers, sign documents, communicate with you and pay bills.

Can clients scan and upload documents with the app?

Definitely! The mobile app lets clients snap a photo of a W-2 or receipt and upload it instantly, and they don’t need a scanner.

Can I access my files from the web if I uploaded them through TaxDome Drive?

Yes, all files are stored on the cloud and you can access them from anywhere, at any time.

Can I edit my client files directly from Windows Explorer?

TaxDome Drive allows you to edit documents directly from Windows Explorer with any third-party applications you use on your computer. If you open a file in TaxDome Drive and make changes, the file will automatically update in the client’s account profile. You don’t need to download a file, make changes, and upload it again.

Are TaxDome apps secure?

Yes. All apps use bank-level encryption and multi-factor authentication to keep sensitive data protected for both your firm and your clients.