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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.
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.
4.9/5★ mobile apps for an outstanding client experience
Manage tasks, documents, and communication securely — wherever you are, whenever you need.
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
Stay connected from anywhere, at any time, with mobile apps for iOS and Android
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View and edit documents directly from Windows File Explorer like Dropbox or Google Drive
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Print, save, and send documents to TaxDome directly from any tax software
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Have all your contact and account data at your fingertips
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Track your firm activity through timely notifications
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Access secure messaging and emails on the go
Our clients’ experience speaks for itself
Frequently asked questions
What apps does TaxDome offer?
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?
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?
Yes — all apps use bank-level encryption and multi-factor authentication to keep sensitive data secure for both your firm and your clients.
“I’ve had fantastic feedback on the mobile app. Clients are able to fill out organizers whenever it’s convenient for them.”