Easy to use custom-branded accounting client portal software for secure communication, document sharing, e-signature, invoicing & more.
Our clients have found TaxDome very easy to use. We included a link to our TaxDome portal on our website, and clients go there and set up their own account by registering. It saves a lot of time! We don’t have to help them with the sign-up process.
We’ve only gotten positive feedback from clients. Generally clients don’t talk about portals, so having people talk positively about it is welcome.
The client tax portal market is a crowded space, but TaxDome is legitimately creating a product that stands apart from the rest of the competition in one way or another.
Over 400 CPAs surveyed
We are laser focused on the user experience of your clients. Stand out from the competition by providing your clients a high-end, easy-to-use web and mobile experience they expect. By having clients access their information online, your firm can streamline operations, saving you time.
Client portal & all communications between you & clients are fully white-labeled. You can custom brand your login page, automated emails, and even your URL. If you don’t have a website, we also offer website building & hosting services, all included at no extra fee.
Use your branded login page to fully automate new client onboarding from the welcome email to signing contract to obtaining documents and sending automated reminders.
Use your branded login page to fully automate new client onboarding from the welcome email to signing contracts to obtaining documents and sending automated reminders.
Your clients can scan, upload, approve and e-sign documents within a single hub—accessible from desktop or mobile (Android or iOS).
Forget the "print out this PDF and mail it back to me" era and blurred pictures your clients send. Only high-quality scans and a smooth user experience. Unlimited e-signatures, secure document sharing, and storage are included.
Get information from clients faster with task lists and organizers that your clients will actually complete. Simple file upload and questionnaire forms will allow your clients to share data with you from the comfort of their home or mobile device.
Get client data without actually participating in this process. A fully automated and customizable system will request files and organizers without you doing it manually and remind forgetful clients to complete your tasks.
Transform the way you communicate with clients. Utilizing secure messages is as easy as texting via SMS or WhatsApp, but fully IRS-compliant and incorporated into your CRM and Practice Management System.
Request sensitive data safely with easy-to-use client tasks. Your clients will always be aware of what you need from them, and everything they send or upload will be tied to their account.
Simple notifications and tasks help clients share files, sign documents and pay your bills faster. Automated reminders make sure they complete it without you lifting a finger.
Schedule automated messages, bills and reminders to get rid of manual work and get predictable outcomes. For example, send the list of tasks with the bill to bookkeeping clients at the beginning of each month.
One-click activation for your clients. Click, create a password — that’s it.
Two-factor and biometric authentications provide your team and clients with data safeguards.
Make it easier for clients to do business with you. Busy clients can have one email to log in and toggle between their various accounts (personal, business1, business 2, etc).
For family accounts, you can easily manage who will get email notifications, have portal access, etc.
Your clients have their own help area with video tutorials and instructions on how to pay bills, sign documents, etc.