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Client mobile app for iOS and Android
Offer your clients a hassle-free solution to access your white-labeled portal while they’re out and about with our native iOS and Android Client mobile apps. In addition to the web-based client portal, it effortlessly connects your clients to TaxDome, enabling them to interact with your firm from anywhere. Within the mobile app, your clients can chat with your team, upload documents, pay invoices, fill out forms & organisers and more…
Available for iOS and Android users
Engage with clients on the go
Unleash the power of the native iOS and Android apps, enabling your clients to interact with your firm no matter where they are — be it enjoying coffee at a café or waiting at the airport. Additionally, let your team members engage with clients through the firm mobile app. More
Offer your clients a modern experience
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
Offer your clients a modern experience with your portal and mobile app
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
Offer your clients a modern experience with your portal and mobile app
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
Offer your clients a modern experience with your portal and mobile app
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
Offer your clients a modern experience with your portal and mobile app
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
Offer your clients a modern experience with your portal and mobile app
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
- Native document scanner
- Secure instant messaging
- Complete organisers (forms)
- E-sign documents
- Pay invoices
- View your firm’s contact info
What users think of TaxDome apps
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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Deanna S., tax preparer
The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get onboard with these changes in how we interact with them.
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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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Carter Cook, CPA
I have millennial clients, everyone is pretty into technology. I’ve had fantastic feedback on the mobile app. I love that I can send organisers through the portal.
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12
9
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
Your concerns, answered
Frequently asked questions
How can my clients start using the mobile app?
Can my clients pay invoices through a mobile app?
Absolutely! Your clients have the option to pay invoices through both the mobile app and web client portal.
Can my clients upload documents from their mobile phone?
Indeed, your clients can effortlessly scan and upload documents directly from their mobile phones using our native scanner feature.
Can my clients use a mobile app to complete an organiser?
Yep, they can use the mobile app to fill in organisers, sign documents, communicate with your team and pay bills.