Client management

Secure document management software for accountants

Store and organize files for tax, accounting, and bookkeeping work — with built-in e-signatures, a PIPEDA-compliant client portal, and integrated CRM.

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Keep your documents in one safe place

Secure, Unlimited Document Storage for Canadian Accounting Firms

From T1 returns to GST/HST records, keep everything organized, accessible, and compliant in a single place.

Quickly add T1s, receipts, or financial statements from your desktop — no extra steps needed.

View and edit files from Windows Explorer – TaxDome virtual drive becomes a dedicated drive on your computer.

Seamlessly send files from programs like TaxCycle, ProFile, or DT Max straight to your client accounts.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Amanda Kendall,
Founder of Elevating Profits

“I am a paperless office, and having an easy-to-use, secure way to access client documents at any time has been a big selling point for me. TaxDome has unlimited storage that doesn’t eat up when clients upload pictures.”

Lynnorra P.,
Senior partner at an accounting firm

“I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.”

Tranika Warner,
Founder of TMW Financial Solutions

“For invoices, I do use TaxDome reminders if invoices are unpaid. I’ve also integrated my QuickBooks, so it’s all automatically synced. Huge time saver! It’s really easy to categorize the payments. We are also using the function that allows you to lock documents to bills: I can lock documents to make sure I get paid!”

Dane Janas,
Founder of Boundless Tax

“My admin finds TaxDome AWESOME to use. Getting the finished returns inside TaxDome with the Windows App & Virtual Drive is super easy.”

Winner Comprehensive Firm Workflow Solution

Integrated with the client portal

TaxDome offers a document management software that is integrated with the client portal and CRM. Easily and securely collect documents from clients and third parties — all while staying PIPEDA-compliant.

Clients upload docs without login

Once they upload documents, your team receives a notification.

Third-party sharing

Maintain full control over access and enhance security — all while staying compliant with Canadian privacy standards.

Streamline client feedback

Eliminate manual back and forth with approvals: allow clients to provide feedback directly in the interface.

Ensure you get paid for the work you do

Reduce accounts receivable by locking documents to invoices

Documents unlock automatically as soon as the invoice is paid

Automate payment collection

Ensure that your work is paid

Improve your billing processes

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Arrange your files in a way that suits you best

Organize files and folders with templates and access rights

Manage access rights to safeguard the work you share.

Apply folder templates manually or by using automations.

Organize documents by year, type of service, assigned employee — whatever works for your practice.

Use statuses (color-coded tags) that show you what stage your documents are in.

Use filters to find specific docs – e.g. you can search for all recent documents for a certain account.

Bypass third-party PDF tools

Built-in native PDF editor

Edit and save documents right inside TaxDome

Merge and annotate PDFs

Leave notes and revise

Send fillable PDF forms to your clients

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Success stories

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Make e-signing easy for clients

Unlimited integrated e-signatures

Request e-signatures from clients from any device

Add the e-signature request to the documents you upload via the portal or the desktop app. Specify signature fields and set up reminders to make sure clients don’t forget to sign.

KBA available (IRS requirement)

Utilize knowledge-based authentication fully compliant, at a cost well below industry standard ($1).

Trigger emails and tasks after e-signature is completed

Set up your jobs to move automatically to the next stage of the pipeline once the document has been signed by all parties.

Frequently asked questions

What is a document management system (DMS)?

A document management system centralizes how you store, organize, and collaborate on client files. It lets Canadian accountants and bookkeepers securely upload, share, edit, and e-sign documents — from T1s and T2s to financial statements and engagement letters — while automating key workflows.

Can I collect e-signatures through TaxDome?

Yes — you can request legally binding e-signatures from clients right within TaxDome. No need for third-party tools, and fully compliant with Canadian e-signature standards.

Is TaxDome document storage compliant with information protection legislation?

Yes. TaxDome is designed with compliance in mind — including PIPEDA and other Canadian privacy regulations. Our secure client portal follows industry best practices with multiple layers of encryption and access control to keep your data protected.

How does your software back up data?

Your data is securely hosted on Amazon Web Services (AWS) with continuous backups and multiple restore points. We use end-to-end encryption and proactive security measures to ensure your information is safe, compliant with PIPEDA, and always recoverable.

What if I want to maintain a separate copy of my data?

The data is always yours, we simply hold it for you. Using the TaxDome Drive you can easily copy over all documents directly within your Windows Explorer. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.

Where is my data stored?

The storage location depends on your country: if you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met.

How hard is it to move client files from another DMS to TaxDome?

You can easily move from other DMS using the TaxDome Drive — this retains the file structure. We also have import tools for transferring your documents over in bulk via the desktop application.

Do you have software to install onto my desktop and create folders there instead of doing everything on the website?

By using the Desktop app, TaxDome becomes a drive on your computer so you can save directly to the client folder as if you were saving files to your computer.

Can you type text in PDF documents?

Yes, we have a built-in PDF editor and you also can create fillable PDF forms.

Can clients scan and upload documents from their phone?

Yes. TaxDome’s mobile app lets clients snap a photo of a document and upload it instantly.

Is the built-in PDF Editor a full editor with markup tools to replace Adobe?

Absolutely. The built-in PDF Editor has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Can clients upload documents by taking pictures of them?

Yes, your clients will have a built-in scanner in the mobile client portal — so that they can upload high-quality PDF images not just smartphone photos.

Can I hide documents from client view?

Yes. You can create folders with different access levels. If you add a document to a folder with private access, only you and team members with access will see it and clients won’t.

See TaxDome in action with a free demo

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Secure document management software for accountants

Secure, Unlimited Document Storage for Canadian Accounting Firms

The fastest growing practice management platform on the planet