US – English
UK – English
Canada – English
Australia – English
Danmark – Dansk
DACH - Deutsch
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
White-labeled and secure: custom firm URL, custom login page, personalized system emails.
Client portal and mobile app your clients will love
Your clients sign in once to upload documents, e-sign, pay invoices, and message your team, all under your firm’s brand, in the app already on their phone, so they respond faster and you get paid sooner.
Clients log in, and keep coming back
Your clients can complete an intake form, upload, approve or e-sign documents and engagement letters, communicate securely, and most importantly, make payment. All in your custom-branded, white-labeled TaxDome portal.
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90 %+
of clients who log in once keep coming back. They upload, sign and pay in the one portal they'll actually use.
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4.9 /5
on the App Store and a Top 100 Finance app. A 2026 Webby Honoree alongside TurboTax and HSBC, and the only one clients use to work with their accountant.
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6 million+
clients work with their accountants through TaxDome. They range from single filers to multi-entity business owners, in 10+ languages.
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2.5 X
faster payment collection than the industry average. Over $2 billion collected through the platform to date.
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15,000+
firms run on TaxDome. They are multi-person teams through 50-person practices, in tax, bookkeeping and advisory.
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40,000+
professionals work in TaxDome daily. Partners, admins, preparers and bookkeepers are all in one workspace.
Not all client portals are made equal
The first client app your clients open without being told to. Clients get paid in 4.4 days on average instead of 11, so your team spends less time following up and more time moving work forward.
A to-do list and automated reminders mean clients complete tasks without a follow-up email from you.
Forms and organizers that clients complete on desktop or mobile without a walkthrough call.
Two-factor and biometric authentication protect both your data and theirs.
Document storage that doesn’t need a second tool
A complete, connected communications ecosystem
Three channels, one login. No separate texting app, no separate newsletter tool, no scattered inboxes to check.
SMS
Text reminders get seen and answered fast, so nothing sits waiting in an inbox. Clients get a nudge on the device they already check most, without you sending a single follow-up email.
Share in-depth, long-form information such as newsletters and major updates. Keep clients informed on the bigger picture without cluttering the channels they use for quick, day-to-day tasks.
Chats
Securely share sensitive information: send documents and communicate in real time via chat, backed up daily to the cloud. Every message and file stays in one thread your team can reference later, instead of scattered across email and texts.
Our client experience speaks for itself
“TaxDome has been wonderful to make that simpler, simplify the software stack, both from a cost perspective, as well as just user-training, client flexibility — they’re now used to logging into one client portal, seeing their documents, seeing their signature requests.”
Lisa Sheldon
Founder, Blueridge Tax Accounting
“Last year, we sent out an end-of-season tax survey and our old client portal received a 5.4 out of 10 rating. This year’s tax season survey rated the client portal a perfect 10 out of 10.”
Paige Evans
Client Engagement Coordinator, 20-20 Accounting Solutions
Frequently asked questions
How does the client portal help me get paid faster?
When clients can pay, sign, and upload from an app already on their phone, they act sooner instead of letting invoices sit. Firms using the TaxDome portal collect payment 2.5x faster, getting paid in 4.4 days on average instead of 11.
What’s a tax and accounting client portal?
A client portal is one secure place where your clients see what you need from them and get it done. In TaxDome, clients see a to-do list of outstanding items and complete each one in a click, whether that’s filling out an organizer, uploading documents, signing, or paying an invoice. Help guides and videos are built in for anything they get stuck on.
How will my clients register on the portal?
Once you’ve imported your client base to your TaxDome account, you send them an invitation link. From there, clients create a password or sign in with single sign-on, like their Google account. Security stays under your control: you set the policies for both your clients and your team, including requiring two-factor authentication.
How can I communicate with clients through the portal?
TaxDome has email and secure message threads. When you sync your business or personal email to TaxDome, email from clients goes to their individual accounts, so you never sort through an inbox to find one. For sensitive data, use secure message threads: they’re fully mobile-friendly and send push notifications to your clients’ phones.
Can a married couple have mutual access to an account?
Yes. Every account can have more than one person, each with their own login and access. TaxDome is built for every kind of client: single taxpayers, married couples sharing one account, and business owners with many entities, who see all of them with one login and switch between them in a click.
How good is the client experience in TaxDome?
Clients rate the TaxDome app 4.9 out of 5 across 40,000+ reviews, and it sits among the Top 100 Finance Apps on the iOS App Store. In 2026 it was named a Webby Award Honoree in Fintech, Financial Services & Banking, recognized alongside Apple, TurboTax, and HSBC as the only B2B2C app among the industry giants. Your clients get that experience with every TaxDome plan.
What if my clients need help using TaxDome?
Help guides and videos are built into every step, so most clients get unstuck on their own. For firms that want more, the Managed Client Care add-on gets your clients fast, friendly answers to everyday platform questions without contacting your team.
“Now I don’t have to spend money on four, five, six different pieces of software. I just have one where I can do everything for a client. And it’s much easier for a client because they just need to know one place to log in for our client portal and not remember, you know, all these different things, log in here for this, there for that…. So having everything centralized into one helps us, and it helps the client.”
Ricardo Ardiles
Co-Founder, RX Dental Accountants