Client experience

Fast and friendly help for your clients — without lifting a finger

With TaxDome Client Care, your clients get expert platform support. We will free up your firm to focus on high-value work and client relationships.

Request demo

Give your clients the assistance they need — without adding to your workload

Support your team and your clients from day one

Free up your team for billable work

Your clients will have a direct line to the TaxDome team to ask any platform-related questions, freeing up your team to focus on revenue-generating services.

Accelerate onboarding and platform adoption

Clients get immediate help navigating TaxDome and get familiar with the platform faster, so they’re up and running in no time – no need for your staff to walk them through it.

Provide an outstanding client experience

Show your firm’s professionalism and responsiveness – provide access to built-in, timely support, boosting satisfaction and your firm’s brand perception.

Your clients’ questions, answered

No matter how good a system is, people will always ask questions. TaxDome Client Care has your firm covered – your clients can get answers to everyday “how-do-I” questions without contacting your team.

Request demo

How do I upload documents?

Step-by-step help for sending files, forms, or photos through the portal.

How do I sign documents?

Clear guidance on how to review and sign documents electronically.

How do I submit my organizer?

Tips for finding their way around the dashboard and accessing what they need.

How do I reset my password?

Help locating messages, tasks, or their assigned professional — all in one place.

Recognized for excellence: TaxDome wins award for Best customer service

Delivering best-in-class support to tax, bookkeeping, and accounting firms worldwide.

Empower your team to focus on what truly matters

Help your team focus on high-value work

With clients getting help directly from TaxDome, your staff can focus on advisory, tax planning, and billable services instead of troubleshooting tech questions.

Decrease burnout by decreasing interruptions

No more constant context-switching or urgent client pings about the portal. Your team stays focused and energized, especially during busy seasons.

Ensure streamlined operations

Client Care provides consistent, professional responses — reducing internal back-and-forth, errors, and the need to train staff on platform support.

Reliable help your clients can count on

We’re always there to support your clients

Boost client confidence from day one – with our support always available, your clients feel secure from the start

Easy access from the client portal – your clients click Talk to support in the Quick Links section

Live support if needed – your clients can chat directly with a TaxDome support agent for real-time help

Support available when you’re not – no need to monitor messages or train staff on the platform

Fast, professional responses – we deliver timely answers that reflect well on your firm

Our client experience speaks for itself

“Really appreciate your fast acting and personal attention. Thank you so much for handling our issues so quickly and proficiently.”

“Prompt attention and assistance to help with our issue. Thank you.”

“I sincerely appreciate how prompt everyone is at TaxDome. From installation, implementation, troubleshooting. Your team is absolutely rocking it! Thank you.”

“CSR staff is amazing with their knowledge of the TaxDome program and wonderful at prompt responses for queries and emergencies.”

“Heard back very quickly from the support team, which is a plus in this era of long wait times for Customer Service.”

Silver Stevie Winner 2026, sales and customer service

Silver Stevie Winner 2026, great employers

CPA Practice Advisor Readers’ Choice Awards 2026 winner

For Business plan users

Now available: WhatsApp support

Your clients can now reach TaxDome support directly on WhatsApp. It’s a familiar, fast, and conversational channel they already use every day. Real-time help, on a platform that feels natural to use.

Frequently asked questions

Is this support for my firm, or for my clients?

This service is for your clients — your end users — so they can get technical help navigating TaxDome without asking your firm.

And if you need help yourself, we’re always here for you — just drop us a message in the support chat in your portal.

What kinds of questions do your support agents answer?

We help with common platform tasks, including:

Uploading files or photos
Signing documents
Navigating the portal/dashboard
Contacting their assigned professional
Finding messages, tasks, or invoices

Can my clients call you directly?

To provide efficient and timely support, we only offer Client Care via chat, email, and WhatsApp.

What if a client asks about their tax return or specific work?

We will refer work-related questions back to your firm to focus on platform-related questions.

Is this available on all plans?

TaxDome Client care is included with the TaxDome Business plan.

How do I enable Client Care for my firm’s clients?

If you’re on the Business plan, the feature will be enabled by default.