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Client management
Secure file sharing for accounting professionals
Share and manage documents and client files securely without leaving TaxDome. Reduce email risks and avoid third-party tools with encrypted, trackable file sharing designed for accounting and bookkeeping firms.
Keep client documents safe
Build trust
Strengthen security compliance
Make sure you’re paid for the work you provide.
Reduce outstanding payments by locking documents to invoices.
Documents unlock automatically once the invoice is paid.
Automate payment collection
Ensure that your work is paid
Improve your billing processes
The fastest-growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“We got rid of ShareFile, Dropbox, Zoho, and Right Signature. Zoho was our old CRM, ShareFile was the client portal, and Dropbox for our internal business files. It was crazy. Now it’s much more simplified with TaxDome.”
Randy Joseph and Deva Hetrick
Co-founders of Joseph & Hetrick, LLC
Frequently asked questions
How secure is TaxDome’s file sharing and management system?
TaxDome uses bank-level, end-to-end encryption to protect your documents.
Role-based access controls ensure that only authorised users can view or manage documents. Every file sharing or editing action is recorded in a detailed audit trail, keeping your firm compliant and your clients’ data safe.
Can clients access documents without creating an account?
Yes, you can share documents with third-parties, such as your lawyers, without having them to log into TaxDome – enjoy flexibility without compromising secure file sharing practices.
What happens if a client doesn’t pay their invoice? Can I protect my work?
Absolutely. You can lock specific documents to remain inaccessible until an invoice is paid. This ensures your work is only released once payment is received, helping protect your revenue and giving you full control over file sharing.
Which accounting tools does TaxDome integrate with?
TaxDome integrates with a range of tools that accountants use daily: QuickBooks Online, Zapier, Gmail/Outlook, payment providers (Stripe and more), schedulers (Calendly, YouCanBookMe, and other), and many other tools.
These integrations automate tasks and streamline accounting file sharing workflows.
How do audit logs help with compliance?
Audit logs in TaxDome provide a detailed, time-stamped record of all file actions, such as uploads, downloads, edits, and shares.
This transparency supports compliance with industry regulations, making it easy to demonstrate who accessed what and when during an audit.
“It really helps take the load off of the administrative work of following up with clients and gathering the information. Most importantly, the ability to lock files to the invoice has eliminated accounts receivable for the most part.”
Leo G.
Owner at an accounting firm