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Secure Document Management for Accounting

A centralized hub to store, manage and share documents securely with accounting clients.

TaxDome includes document storage in the cloud for accountants
  • My admin finds TaxDome AWESOME to use. Getting the finished returns inside TaxDome with the Windows App & Virtual Drive is super easy.

    Dane Janas,

    founder of Boundless Tax

    Boundless Tax recommends TaxDome as document storage in the cloud for accountants. Boundless Tax recommends TaxDome as document storage in the cloud for accountants.
  • We used ShareFile as our client portal, and Dropbox for our internal business files. It was crazy. Now it’s much more simplified with TaxDome.

    Randy Joseph,

    co-founder of Joseph & Hetrick, LLC

    Joseph&Hetrick, LLC uses TaxDome as a secure storage for documents integrated into their workflow Joseph&Hetrick, LLC uses TaxDome as a secure storage for documents integrated into their workflow
  • I am a paperless office, and having an easy-to-use secure way to access client documents at any time has been a big selling point for me. TaxDome has unlimited storage which doesn’t eat up when clients take pictures.

    Amanda Kendall,

    founder of Elevating Profits

    Elevating Profits uses TaxDome as a solution for document management and storage Elevating Profits uses TaxDome as a solution for document management and storage

Centralized file
management

Your document management system (DMS) is incorporated with e-signatures, client portal and CRM.

Use any device to securely access files and share data.

TaxDome streamlines document data management with incorporated e-signatures, client portal and CRM

Unlimited cloud-based storage

Securely store documents within your practice, without limits or extra costs.

TaxDome provides a secure document management storage for accountants and CPAs

Built-in PDF editor

Merge PDFs, highlight, rotate, make notes, annotations, or send fillable PDF forms to your clients. No need to download and upload — everything is auto-saved. Eliminate Adobe, NitroPDF and other paid tools with TaxDome’s native PDF editor.

TaxDome offers built-in PDF editor for document management and storage

Advanced security
standards

Encrypted and backed up automatically, all information is stored based on your country’s legal, financial and data protection standards.

TaxDome is the home for your firm’s most valuable documents. We take sensitive data and secure storage seriously. Your business and reputation is at stake, which is why you can always count on TaxDome’s security infrastructure.

TaxDome protects your CPA firm document storage

Unlimited e-signatures
with KBA

Get rid of standalone e-signature tools and streamline your paperless document management flow. IRS-compliant and legally binding e-signatures with KBA are $1 per signer.

TaxDome includes unlimited e-signatures into secure storage for documents

Integrated with all Tax Software

Print documents from any tax program directly into TaxDome, eliminating redundant data entry. Request e-signatures, client feedback, and lock documents to invoices with one click, reducing admin time.

TaxDome integrates with all tax software for paperless document storage and management

TaxDome Drive

TaxDome virtual drive becomes a dedicated drive on your computer — you can manage all documents from it, freeing up space on your computer. You can upload, copy, move files and folders, edit them locally and auto-save changes directly to TaxDome.

TaxDome Drive streamlines files migration to online document storage

Lock documents to 
invoices

Reduce accounts receivable & ensure you get paid for your great work. You have the option to lock documents to invoices, automatically unlocking as soon as the invoice is paid.

TaxDome helps you get paid by locking files to invoices within secure storage for documents

Streamline client feedback

Eliminate manual back and forth with approvals: allow clients to provide feedback directly in the interface. Flexible notifications and reminders eliminate the need for manual follow-up.

TaxDome streamlines client feedback when uploading files to secure digital document storage

Smart desktop assistant

TaxDome desktop apps for Windows and Mac make it easy to upload files in bulk when transitioning to TaxDome from other DMS systems.

TaxDome smart desktop assistant streamlines file upload to secure document storage app

Third-party sharing

Need to forward an important document to a lawyer or financial advisor? Securely share documents with 3rd parties and provide expiring links for added security measures.

TaxDome allows for securely sharing documents from cloud document storage

Clients uploads
without login

Provide client flexibility to upload files without logging on. Once they upload files, your team will receive a notification.

TaxDome helps upload files to secure storage for documents without client login

File permissions for
increased security

Control who has access to which folders, and what permissions they have. Choose from 3 access levels to safeguard the work you share.

TaxDome allows to set up access level for folders and documents within virtual document storage

Create predefined
folder structure

Organize documents per year, type of service, employee — whatever works for your practice. Apply templates with one click or through automations. Include standard forms to folder templates to automatically upload those documents to thousands of clients at once.

TaxDome allows predefining structure of files in business document storage

White-glove Support &
Training Sessions Included

Personalized support and screen-sharing onboarding sessions at no extra cost for all clients and trial users.

  • Knowledge base
  • Webinars
  • Community
  • Screen-sharing
  • Premium support*
  • Free advanced team training*

Available in the Pro plan.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • Is TaxDome document storage compliant with information protection legislation?

    TaxDome offers the most secure client portal available on the market. We employ ten industry standards to keep your data safe and secure.
  • How do you back up data?

    The data is hosted entirely on Amazon Web Services (AWS), providing end-to-end security and privacy features built in. Our team takes additional proactive measures to ensure the backups are continuous and data can be restored to any point within the backup retention period. multiple times and on multiple servers.
  • What if I want to maintain my separate copy of data?

    The data is always yours, we simply hold it for you. Using the TaxDome Drive you can easily copy over all documents directly within your Windows Explorer or Mac Finder. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.
  • Where is my data stored?

    The storage location depends on your country: If you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met.
  • How difficult is it to move client files from previous DMS (Dubsado, File Cabinet, Smartvault) to TaxDome?

    You can easily move from other DMS using the TaxDome Drive — this retains the file structure. We also have import tools for transferring your documents over in bulk via the desktop application.
  • Do you have software to install onto my desktop and create folders there instead of doing everything on the website?

    By using the Desktop app, TaxDome becomes a drive on your computer so you can save directly to the client folder as if you were saving to the C:/ drive.
  • Can you type text in PDF documents?

    Yes, we have a built-in PDF editor and you also can create fillable PDF forms.
  • Is PDF Editor a full editor with markup tools to replace Adobe?

    Absolutely. The built-in PDF Editor has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.
  • Does the PDF editor allow password-protect files?

    We’re planning to add this option in future releases. Check out our public roadmap to see what’s coming.
  • Can clients upload documents by taking pictures of them?

    Yes, your clients will have a built-in scanner in the mobile client portal — so that they can upload high-quality PDF images not just iPhone photos.
  • Can I make documents hidden from client view??

    Yes. You can create folders with different access levels. If you add a document to a folder with private access, only you and team members with access will see it and clients won’t.

TaxDome is the official partner of the National Association of Enrolled Agents (NAEA).