Client management

Unlimited CRA compliant e-signatures integrated within your white-labelled client portal

Built-in e-signature software for Form T183 and other CRA documents – eliminate paperwork and speed up approvals.

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E-signing made effortless for your clients

Simplify e-signing for CRA forms like T183 — no printing, no delays

Offer clients a seamless, PIPEDA-compliant signing experience for CRA forms — all inside your branded portal.

All files – one document management system

Keep all firm and client files organized in one secure system. Easily access, manage, and collaborate on documents without switching between tools — saving your team time and reducing errors.

Request signatures from multiple parties

Collect signatures from spouses, business partners, or multiple stakeholders — no email chasing, fully CRA-compliant.

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Built for Canadian tax and accounting professionals

Speed up CRA e-filing with tools built for Canadian tax pros — including support for Form T183 and representative forms.

Spend less time on paperwork, more time on clients. Use pre-made templates for forms like T1 ADJ, AUT-01, T183 / CRA representative authorizations (T183 / T1013), POA) to simplify compliance and streamline submissions to the CRA.

Upload TI-ADJs and request e-signatures directly from tax programs in less than 30 seconds.

Automatically request payment and signatures together. Clients pay and are immediately prompted to sign — improving cash flow and reducing follow-ups.

Set up recurring payments with integrated e-signatures. Clients can review and e-sign once to approve automatic recurring charges.

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.

Dane Janas,
Founder of Boundless Tax

“I don’t want to use Docusign & pay for Docusign when TaxDome already solves that for me with e-signatures. TaxDome has workflows, Inbox+, e-signatures, and more all wrapped into one.”

Brittnie Eiden,
Owner of Eiden Tax and Accounting

“Before TaxDome, I utilized three separate tools just for signatures. With TaxDome, no more juggling multiple apps. Having TaxDome now for my clients has been fantastic — they love it.”

Shawn Dowds,
Founder of Meridian Accounting

“We deal with a lot of government returns and forms — the virtual signature saves me quite a bit of money and time. We were using RightSignature before and TaxDome has eliminated the need for us to pay an annual fee for a separate signature software.”

Sharise N.,
Owner at an accounting firm

“TaxDome is helping me organize my practice so I’m not so stressed about getting things done and forgetting any tasks.”

Winner Comprehensive Firm Workflow Solution

From upload to e-signing Form T183 — your CRA document workflow, simplified

Use pre-made templates and apply automations to handle documents effortlessly

Securely share files with third parties using expiring links ensuring client confidentiality and compliance

Merge PDFs, highlight key sections, and send fillable forms with ease – all in your client portal

Store unlimited firm documents securely with no extra fees

Upload files directly to client accounts in seconds

Frequently asked questions

How many signatures are included?

TaxDome offers unlimited e-signatures on every plan — with no extra or hidden costs.

Can I set up signature templates for frequently used forms?

Yes — you can create reusable templates with predefined fields like signature and date. Templates for common CRA forms such as T183, T1-ADJ, and AUT-01 are included and ready to use — saving time and reducing manual work.

Can more than one person sign a document?

Yes, you can have more than one person sign documents. Unlimited e-signatures are included in TaxDome.

If spouses share the same email address, is it possible for them to sign a document?

Each signer must have a unique email address for identity verification, as required for CRA-compliant e-signatures. However, you can link both spouses to the same client account — and each will be prompted to sign individually.

How do I know when a document has been signed?

You’ll see real-time status updates in your TaxDome dashboard. Once a CRA form or document is signed, you’ll receive an instant notification — no need to follow up manually.

What document formats does TaxDome support for documents that require e-signatures?

With TaxDome e-signatures, you can upload and e-sign documents in PDF format.

Can I cancel e-signature requests?

Yes, if you mistakenly sent a signature request, you can cancel it.

See TaxDome in action with a free demo

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