Client experience

Client portal and mobile app your clients will love

Exchange documents, collect e-signatures, issue invoices, and communicate with your clients via an intuitive, custom-branded accounting client portal software and mobile app.

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Client portal focused on client experience

We make it our mission to make the client experience easy and intuitive, one in which your clients can access everything in one unified hub for all interactions with your firm.

From completing e-signatures to secure messaging to accepting proposals and more, the intuitive interface and convenient dashboard ensures your clients stay in the loop and easily access what you need them to action.

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One portal, all touchpoints of your firm

Within the context of a job, your firm may want clients to complete an intake form, upload, approve or e-sign documents and engagement letters, communicate securely, and most importantly, make payment. Your clients can do it all in your custom-branded, white-labeled TaxDome portal.

1.2M+

Jobs completed, 2024

400k+

Documents e-signed

300k+

Proposals and engagement letters signed

$500M+

Invoices paid

The first client portal your clients actually want to use

Not all client portals are made equal

A white-labeled client portal, secure and easy-to-use. Customize your firm’s URL, login page and personalize automated system emails.

With a user-friendly to-do list and automated reminders, your clients will provide the information you need.

Create forms and organizers that clients actually enjoy completing. Intuitive and easy-to-use, on desktop or mobile.

Keep your team and client data protected via two-factor and biometric authentication.

Seamless flow

Streamlined document management

Unlimited secure document storage included.

Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal.

Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents.

A complete, connected communications ecosystem

Speak your clients’ language, flexibly

Use the right communication tool for every occasion.

SMS

Ensure your messages are seen quickly: send reminders, notifications, and follow-ups right inside TaxDome.

Email

Share in-depth, long-form information such as newsletters and major updates.

Chats

Securely share sensitive information: send documents and communicate in real-time via chat, backed up daily to the cloud.

Frequently asked questions

What’s a tax and accounting 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 and 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.

See TaxDome in action with a free demo