CRM (Basic): Introduce TaxDome to Clients

Invite your clients to TaxDome’s client portal, which is a safe and secure hub where clients can share important documents with you, pay for your services, view their payment history, stay up-to-date on deadlines, ask and answer questions in real time, and complete tax organizers—all in one spot. The beauty of it? They can do all of this from the comfort of their homes or on the go from their mobile devices.

Invite your clients to TaxDome’s client portal, which is a safe and secure hub where clients can share important documents with you, pay for your services, view their payment history, stay up-to-date on deadlines, ask and answer questions in real time, and complete tax organizers—all in one spot. The beauty of it? They can do all of this from the comfort of their homes or on the go from their mobile devices.