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TaxDome apps for your firm and clients

As more businesses are being handled remotely, it is essential to have the tools to work outside the office, with oversight at your fingertips. In addition to cloud-based web access, TaxDome offers native iOS & Android apps for owners and employees to manage their firm and access firm matters from anywhere. And for firm clients, there is a secure client mobile app (also available for iOS & Android) to sign documents, review proposals, upload documents (including a native scanner) and more.

TaxDome apps for your firm and clients

Stay connected from anywhere, at any time

Get work done outside the office

Experience the power of seamless client and team communication on the go with TaxDome client and firm mobile apps. Stay connected and informed wherever you are.

Firm App

Firm App

With the TaxDome mobile app you can run your practice from anywhere. Stay up to date on activity in your firm, easily chat with clients, call or email them without leaving the app, add notes for your team, and much more.

Client App

Client App

Your clients can download the user-friendly mobile app on iOS or Android. In your custom branded portal clients can scan documents, send secure messages, settle invoices, sign documents, view proposals, and more.

Simplify your document management

TaxDome for Windows

When you have documents on your computer, you can easily upload them directly to TaxDome using a Windows desktop app and a mapped virtual drive. Their rich capabilities allow you to link documents to jobs, lock documents to invoices, and request client feedback and e-signatures from the Windows desktop app. Get started

Upload to TaxDome with one click

Swiftly upload your docs and folders to TaxDome. Choose the clients for whom you want to upload documents, connect docs to specific jobs, and upload documents and folders in bulk into several accounts at once.

Lock to invoice directly from the tax program

Lock a document to an invoice: the client knows it’s available and cannot view or download the document until they make a payment. Once the client pays, the document automatically becomes accessible to them.

View and edit documents directly from Windows Explorer

Easily access and manage files from your PC with TaxDome virtual drive. Upload, copy, move files and folders, edit them locally and auto-save changes directly to your cloud-based web portal.

Upload 8879s and request e-signatures

Upload documents and request e-signature from your clients. Indicate where you want clients to e-sign and add fields for the taxpayer and their spouse. Turn on reminders to ensure that clients remember to sign.

Print directly to TaxDome with ease

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.

Upload to TaxDome with one click
Upload 8879s and request e-signatures

What users think of TaxDome

Michelle Cook, Carter Cook CPAs

I’ve had fantastic feedback on the mobile app. Clients are able to fill out organisers whenever it’s convenient for them. If they want to do it at 10pm, that’s fine! It frees up my schedule to be able to focus on things other than paper pushing.

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Stefanie Papini, CPA

The thing that really sold me was the print to TaxDome function – when I was printing a tax return, I could print it right to the client’s folder in TaxDome. When I discovered the (Z:) drive, that changed everything too because it’s way more convenient and makes everything much more seamless.

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Dane Janas, founder of Boundless Tax

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.

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Top-notch client service

Implementation & team training included

Personalised support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customised plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Screen-sharing
  • Premium support
  • Free advances team training
Implementation & team training included

Your concerns, answered

Frequently asked questions

Does the mobile app contain my firm’s logo?

Yes, when users log in, they will see your firm’s logo as it appears in the browser.  However, the logo for the app itself will be TaxDome’s. This is because of app store restrictions – the app name and logo for each released app can’t be changed.

Is the mobile app included in the trial period?

Yes, your trial includes all TaxDome features. You won’t, however, have access to the private Facebook сommunity or our feature-request board, which are available only to paying clients.

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

Definitely, they can use both the mobile app and web portal to fill in organisers, sign documents, communicate with you and pay bills.

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

Yes, all files are stored on the cloud and you can access them from anywhere, at any time.

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. If you open a file in TaxDome Drive and make changes, the file will automatically update in the client’s account profile. You don’t need to download a file, make changes and upload it again.