Client Portal

The easier you make it for clients, the happier they will be to return
year after year. TaxDome allows you to streamline communication,
easily share documents, and reduce your own administrative time.
Now, doesn’t that make tax season a little less painful?

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Most CPAs are not happy with their client portal. TaxDome users are.

Over 400 CPAs surveyed

Easy to use! Love the portal where everything is so easy to see!

Carrie Campbel Positively Pilates LLC
My customers have loved using this file share software. They have commented on how much easier it is than the last "easy" one. I am excited that they are continuing to improve this software. I have been in business for 10 years and think I finally found the program that will work best for me.

Becky Arvila Valley View Book & Tax
TaxDome meets the needs of my business in one place. I like the client portal, email integration, workflow and e-signature capabilities. We are far more organized than before.

Emily Agosto DW Agosto Tax Planning LLC
It's truly an all-in-one solution for tax pros! Includes task Mgmt, workflow, email Mgmt, portal, organizers, billing, CRM for clients and note taking, etc. Also, their customer service is AMAZING and they implement almost every suggestion - and fast!

Sara Laufer Laufer CPA LLC
I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third party software has increased the return time and timing requesting the signatures.

John Allis Allis Accounting Services
The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organized for this tax season. My clients are already telling me how nice the client portal looks. Also integrates well with Drake software. The staff has been incredibly responsive as well!

Joe Bourque JB Taxes
BIGGEST plus is a totally secure client portal for sharing sensitive data. They also offer unlimited storage, which is not typical at all....so we are able to store multiple years of clients data in the cloud....which saves us time and money when clients need extra copies later.

Gayla McGinnis Dallas Tax Solutions Inc
It functions as an excellent client portal.

Steven Plant Equilibrium Accounting & Tax
One of the best client portals for the money! The feature that sold me was the capability to lock a document to a bill. As a tax professional, being able to lock the completed tax return until paid was essential for me in Tax season...

Kimberliann Chambers EA
Very easy to use and quick with responses.

Mike Kunstman Executive Protection Agent
I use this software as the client of a tax professional. TaxDome makes it very easy to securely send all of the necessary forms, documents, etc. to my tax professional each year as she prepares my taxes.

Erica Wiswell Erica Shops For You
I have a client profile and I am in as a tax professional, and both things work great. It’s easy as a client to upload and create folders. It’s easy for me to go in and find what I need clients have put in.

Simone Cook Cook Bookkeeping
I love that I can create my own organizer. I use it as a 'client intake form.' I also love that I can talk to my clients through the portal since I'm dealing with very sensitive information. My clients love the ease of everything being in the portal.

Renisha Hardy Hardy Tax Solutions
All of the features of the system. Makes it easier to keep up with my tasks and offer my clients a secure location to upload their documents.

Tiyease Jones Chronicle Tax Services
It allowed me to have a steady flow to how i on boarded clients to file their taxes. It was very to easy to use for 90% of my clients. I have already recommended this product to a lot of my partners and they are using it as well.

Briana Crawford Means Legacy Financial Guru
The back and forth from my accountant and myself was very easy and seamless.

Eric Hausser Counterpunch, LLP
After being recommended by my accountant, I've become a monthly user and find it becoming easier and easier to use. Our communication back and forth has been very simple and secure.

Kristen English Kristen English Real Estate LLC
This software has simplified many things within our company. I would highly recommend it.

Charles Quattrochi Moving At Ease
So easy to use for a person, who is not a techie or money person.

LaTonia C. Watt Business Solutions

Easy and intuitive

The Client Portal is simple enough for even the most technologically challenged clients to handle. It’s also mobile friendly, so your clients can access the Client Portal anytime, anywhere.

Forget genericportal.com, own your brand with a custom website URL

You can fully custom brand your portal, including the URL to point to your own domain. If you don’t have a website, we offer a full website builder to create your very own website.

Sign Documents Electronically

Eliminate extra vendors, your clients can e-sign within the same portal that they conduct all business with your firm. Unlimited e-signatures are included.

Secure messaging

With secure message threads, you can stay organized & forego asking sensitive information over e-mail. Incorporate document requests & tasks, as well.

Trackable client tasks

Assign clients tasks & schedule automatic reminders. Your clients always know what you need them to do.

Fully integrated

Allows clients to share important documents, pay bills, see payment history, view upcoming deadlines, answer questions you have for them, and complete a tax organizer, all from the comfort of their home or mobile device.

Dedicated help

Your clients have their own help area with instruction on how to pay bills, sign documents, etc.

Easily toggle accounts

Your client logs in with one email and can toggle between their various accounts (personal, business1, business 2, etc). No need to remember many passwords. Easy.

Easy activation

One-click activation for your clients. They click & create a password — that’s it.

Push notifications to your clients

Your clients will receive push notifications when their invoices are ready to be paid.

Safeguard data with
two-factor authentication

Ensure IRS compliance & provide your clients with data safeguards. With two-factor authentication. your team & clients can ensure data is protected.

Frequently Asked Questions

How easy will it be for my clients to use TaxDome’s client portal?

The portal is intuitive and super easy to use, even for people who aren’t tech savvy. Clients will see a to-do list with tasks you want them to complete. They click on each task to do it—whether it’s filling out an organizer or signing a document. We provide loads of help guides and videos, but, of course, we cannot provide support for them as we do with you.
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. Using the link, clients create a password and log in.
How can I communicate with clients through the portal?

TaxDome has email as well as message threads. When you sync your business or personal email to TaxDome, email from clients goes to their individual accounts, so that you won’t need to sort through them manually to find one. To share sensitive data, we suggest using our secure message threads which are fully mobile-friendly and also send push notifications to your clients’ smartphones.
Can a married couple have mutual access to an account?

Yes, every account can have more than one person with their own login and access.
How many accounts can one client have in case they have separate businesses?

You can create as many accounts as your clients need to manage their businesses. Your clients don’t have to remember multiple passwords to access their accounts. They’ll need to remember only one login and password, and then can easily switch between their accounts.
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.
How will my clients share files?

Uploading documents for your clients is easy. They are able to upload via the web browser or on their mobile app. In addition, the mobile app has a built-in scanner that allows your clients to upload high-resolution PDFs. You can also send your clients a secure link to upload files that won’t require logging in.
Can my clients create folders in their file vault?

Yes, they can organize their files in their accounts.
When I upload a doc for a client, will TaxDome send an automated email notifying them that the doc is available?

Definitely. If you want an automatic email to go out, turn on the notifications toggle.
Can my clients scan documents or save them as PDFs?

Yes, your client can scan right on their portal. If it’s a jpeg, it creates a pdf for it.
Can I change the TaxDome label and URL to my own?

Sure, you can fully customize your portal, including the URL and your brand logo.
Will my clients see TaxDome or my firm’s name?

They’ll see your logo and the firm’s name. All messages will come from your firm, the branding inside the application is your firm’s. The mobile app, however, has a TaxDome label because app stores require an app name and logo for each one that is released, and it can’t be changed.

Don't worry,
it'll be easy.

Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
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