Firm management

Get work done with mobile and desktop apps for your firm and clients

Get all the tools you need to work in the office or while you’re out and about. Along with secure cloud-based access, TaxDome offers native iOS and Android apps that let firms and clients collaborate seamlessly – sign documents, review proposals, scan and upload paperwork, and more, anytime, anywhere.

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Apps that keep firms and their clients connected

Stay productive and in touch, wherever you are. TaxDome’s apps for accounting firms and their clients make it easy to manage work, share documents, and communicate securely — from any device, at any time.

Firm mobile app

Run your firm while you’re out and about — track progress, reply to clients, and more, all from your pocket. Available on iOS and Android.

Firm desktop app

Increase productivity with a desktop app designed to simplify and streamline your workflow.

Client mobile app

Make it easy for your clients to stay in touch with your firm — all from their smartphone. Available on iOS and Android.

Client web portal

Offer your clients a secure, easy-to-use online portal for a polished and professional experience.

Strengthen your brand with the top-rated client portal on the iOS App Store

A mobile experience your clients will appreciate

Give clients the freedom to engage with your firm from wherever they are.

iOS and Android

Clients can access your firm’s portal from any device.

Simple document management and e-signatures

Easily review and sign documents — just like on the web app.

Secure, real-time communication

Stay in touch with built-in secure messaging.

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4.9/5★ mobile apps for an outstanding client experience

Manage tasks, documents, and communication securely — wherever you are, whenever you need.

App Store Google Play

Top-100

Among the world’s most trusted finance apps

3M+

Users love TaxDome’s mobile apps worldwide

Manage your firm from the office or while you’re out and about

Boost team collaboration and take control of your back-office operations with TaxDome’s mobile and desktop apps for firms.

Quickly upload your documents and folders to TaxDome. Select the clients you’re uploading for, link documents to specific jobs, and more — all in just a few clicks.

Upload documents and request e-signatures from your clients. Add signature fields for the taxpayer and spouse — fast, secure, and paperless.

Print, save and send docs from any tax software directly to TaxDome. Scan PDF files directly to TaxDome and merge, split and modify with our native PDF-editor later.

Get paid on time, every time – with a seamless, secure payment experience, reducing delays and simplifying collections.

Send automatic email and push notifications to nudge clients along the way.

Take your clients from proposals to signed engagement letters on any device.

Access documents on Windows File Explorer or macOS Finder

Enjoy how simple it is to work with documents on your PC.

Stay connected from anywhere, at any time, with mobile apps for iOS and Android

Run your firm from the palm of your hand.

View and edit documents directly from Windows File Explorer or macOS Finder like Dropbox or Google Drive
Print, save, and send documents to TaxDome directly from any tax software

Have all your contact and account data at your fingertips
Track your firm activity through timely notifications
Access secure messaging and emails on the go

Our clients' experience speaks for itself

"I’ve had fantastic feedback on the mobile app. Clients are able to fill out organizers whenever it’s convenient for them."

Our clients' experience speaks for itself

"I’ve had fantastic feedback on the mobile app. Clients are able to fill out organizers whenever it’s convenient for them."

Our clients' experience speaks for itself

"My clients love the mobile portal because it’s easy to use. They never log into TaxDome on the computer — they do everything on mobile."

Winner Comprehensive Firm Workflow Solution

Frequently asked questions

What apps does TaxDome offer?t

TaxDome offers a mobile app for clients, a mobile app for firm staff, and a desktop app for streamlined document management. Everything’s designed to keep your firm connected and running efficiently — wherever you are.

Can my clients use a mobile app to complete an organiser?

Absolutely — clients can use both the mobile app and web portal to complete organisers, sign documents, message you, and pay invoices.

Can clients scan and upload documents with the app?t

Too easy! Clients can snap a photo of a receipt or document and upload it straight from the mobile app — no scanner needed.

Can I access my files from the web if I uploaded them through TaxDome Drive?

Yes, all files are securely stored in the cloud and can be accessed anytime, from anywhere.

Can I edit my client files directly from Windows Explorer?

TaxDome Drive allows you to edit documents directly from Windows Explorer with any third-party applications you use on your computer. When you open a file in TaxDome Drive and make changes, it automatically updates in the client’s profile — no need to download, edit, and re-upload.

Are TaxDome apps secure?t

Yes — all apps use bank-level encryption and multi-factor authentication to keep sensitive data secure for both your firm and your clients.

See TaxDome in action with a free demo

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