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Review and sign documents on screen. No printing, no scanning signed copies back in.
TaxDome Kiosk is the in-person TaxDome experience, wherever you meet your client
TaxDome is the first modern practice management platform built for every client touchpoint, not just the ones that happen online. Some clients book through the app and never need anything else. Others hand you a folder of papers at your office, their business, or a community tax day. TaxDome Kiosk brings the same signatures, payments, documents, and scanning to wherever that happens, synced to their record on the spot.
Four workflows. One tablet. Everything in your system.
Everything your clients complete during the visit is on your tablet, synced directly to their record. They get the time they came for. Your team gets it done without the paperwork.
Clients pay outstanding invoices during the visit. Collected and recorded immediately.
Clients review firm-prepared documents: agreements, tax returns, summaries.
Clients photograph and upload paper documents on the spot. No drop-off pile, no manual upload later.
Walk through a real client visit
Try Kiosk and see exactly what your client sees from the moment you hand them the tablet to the moment the session closes.
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Firms tried Kiosk. Here’s what stood out.
“I think Kiosk is going to be a MAJOR game changer for those clients who insist on still doing everything in paper.”
Alison Mora
TaxDome Community member
“I was excited by the potential I saw from TaxDome’s presentation, and what we could accomplish if we became more efficient using the modern client interface and technology.”
John Siebert
Firm Owner, Siebert & Associates, CPAs
One TaxDome experience, wherever you meet
Whether it’s your office, their business, or a pop-up event, you open Kiosk on a tablet, identify the client, and everything happens right there: forms, signatures, payments, documents. By the time you’re done, their record in TaxDome is already up to date.
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Select the client
Open TaxDome Kiosk on your tablet and find the client you’re meeting with. No login required from them. You pull them up.
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Hand them the tablet
The client sees only what’s relevant to them: documents, forms, invoices. Guided steps. Nothing exposed that shouldn’t be.
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Session resets automatically
When the visit ends, the session closes. Everything is already in their TaxDome record, and you’re ready for the next client.
Every client. One system. No exceptions.
Same client record
Signatures, payments, and scanned documents go directly into the client file. Online and in-person activities are indistinguishable because they are the same system.
Same automations
Kiosk actions trigger the same automations as online actions. A signed document in the office completes the same task and moves the job forward automatically.
Same billing view
Payments collected in the office appear alongside online payments. No separate log, nothing to reconcile.
Paying in person now takes one tap
The fastest way to get paid in person is the one clients already use at checkout
TaxDome Terminal pairs with the tablet or phone already running Kiosk over Bluetooth. The client taps, inserts, or swipes their card, the same motion as any retail checkout.
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Works with what’s already in the room
Pairs with the tablet or phone running Kiosk over Bluetooth. One terminal works across iPad and Android, no per-device setup.
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One tap closes the invoice
The client taps, inserts, or swipes their card. Staff starts the charge from the invoice in Kiosk or the web portal, the client completes it.
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Synced like every other payment
Marked paid the moment the card clears, in the same client record as online payments. Nothing to reconcile separately.
Trusted by firms, loved by clients
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90 %
client return rate. Clients who log in once return 90% of the time, not to email or paper.
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2.5 X
faster payment collection. Firms get paid in 4.4 days on average, not 11.
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6 X
lower long-term inactivity. One mobile app interaction in the first week changes the entire relationship.
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6 million+
clients on the platform. Tax and accounting work for 6 million individuals runs through TaxDome.
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4.9 /5
iOS client mobile app rating. Rated by clients directly, not accountants.
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40,000+
practitioners trust TaxDome. From solo preparers to 50-person firms across tax, bookkeeping, and advisory.
Frequently asked questions
What is TaxDome Kiosk, and who is it for?
TaxDome Kiosk is for accounting firms that meet clients face-to-face, whether that’s at your office, the client’s business, a community tax day, or anywhere else you set up a tablet. It handles that visit through a guided tablet experience that syncs directly to TaxDome, so no client interaction lives outside the system.
What can clients do during a Kiosk session?
Clients can sign documents, pay invoices, review firm-prepared documents, and scan and upload paper using the tablet camera. Everything completes in real time and goes directly into their TaxDome record.
Do clients need an account, email, or app?
No. Clients don’t need login credentials, an email address, or anything on their own device. The session runs on your firm’s tablet and connects to their existing client profile.
How is this different from opening the client portal on a tablet?
TaxDome Kiosk is built specifically for shared, in-office use. It has guided steps, session isolation, and automatic reset between clients, so data doesn’t carry between sessions and staff don’t have to manage logins.
Is client data secure?
Yes. Each session is fully isolated and resets after completion. Clients only see what’s intended for them. Firm workflows, dashboards, and internal data are never accessible.
Will this replace the client portal?
No. It complements it. Clients who use the portal keep using it. TaxDome Kiosk handles those who don’t, and over time, in-office clients often become portal users once they’re familiar with the experience.
How do we get started?
Install the TaxDome firm mobile app on a tablet. Select a client, hand them the tablet, and the session begins. No complex setup, no separate platform to manage.
“We have a client who is 78 years old. He was always reluctant to use technology. When I introduced him to TaxDome, he was like, ‘I like this.’ He’s actually the one who uses it the most, and he loves it.”
Olga Hurtado
Founder, NeatBooks