Product overview

Your customers can do everything through the portal, from uploading the docs to e-signing. You can run a 100% remote practice while providing an excellent customer experience.

All your firm and customer data is securely stored in unlimited cloud storage, protected with two-factor authentication, while easily accessible whenever and wherever you need it.

Hand-written or typed e-signatures for one or many signers, all in one app. Reduce app overload for your clients by providing a simple way to manage their documents within one client portal.

Hand-written or typed e-signatures for one or many signers, all in one app. Reduce app overload for your clients by providing a simple way to manage their documents within one client portal.

Securely store all the documents related to your practice in the cloud at no extra cost.

Create and merge PDFs, highlight needed areas and send fillable form to clients.

Sync with your email to automatically upload all your communication with your clients to a secure area. Stop the back-and-forth emails and enjoy streamlined customer interactions without clutter.

Each client profile automatically includes all emails with your team. You can seamlessly manage thousands of emails, hit the ground running on any case and easily reassign tasks to other team members.

The data is stored in Amazon AWS and is backed up daily. The physical location of your data is determined by your firm’s location. For example, US firm data is stored in the US.

 While customer data is stored by TaxDome, all credit card details are stored by our service partners, Stripe and CPACharge.

Credit card details are never stored by TaxDome. Credit cards are transmitted directly to our payment providers over SSL connections and are not logged or stored in TaxDome systems. All credit card payments are processed either by Stripe or CPACharge, PCI-DSS Level 1 compliant service providers.

The best organisers are those your clients will complete. The entire experience of the organiser is tailored to the benefit of the client: all answers auto-save and the form is accessible from any device.

Reduce the repetitive overhead work by providing customers with documents pre-filled with data submitted earlier. This way, they can only edit the details that need updating.