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Secure messages & client tasks

TaxDome integrated messaging guarantees a secure environment to connect with clients directly within your workflow. Chat in real time, upload or scan documents, easily request information and automatically remind them to complete your tasks.

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Secure messages & client tasks
Deva Hetrick, EA

VERY excited about the secure messaging app. I was always horrified in the past when clients emailed me sensitive info such as a new child’s SSN.

Deva Hetrick, EA

Co-founder of Joseph & Hetrick, LLC

Let clients communicate with you on the go

Messaging capabilities integrated with client portal

Offer your clients an easy and secure way to communicate and share documents through their client portal or mobile devices.

A client portal with built-in chats

Clients can view your messages immediately in their client portal on desktop or native iOS and Android apps. Show message content in email notifications or only in the portal, based on your preferences.

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Send instant messages from mobile devices

In addition to the web-based client portal, offer your clients a way to communicate with your team while they’re out and about with our native iOS and Android client mobile apps. Both firms and clients have native apps to communicate on the go.

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Attach links, images and videos

Want to add visuals to your messages for clients? Include files and videos in the chat when it’s easier to show than tell.

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A client portal with built-in chats
Send instant messages from mobile devices
Attach links, images and videos
Kristin Gravitt

Partner at Fox Gravitt, PLLC

Our clients love the portal. And we love the messages feature where you can send direct messages to the client.

Kristin Gravitt

Fast way to communicate with clients

Client tasks that help move projects along

Streamline collaboration and keep projects moving forward with easy, secure chat workflows.

Client tasks

Help your clients share information with you faster. With a user-friendly to-do list, your clients will never forget what you need from them.

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Integrated with mobile scanner

No more illegible documents: your clients can easily scan and share high-resolution collated PDFs directly from their mobile phones.

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Preset templates and shortcodes

Chats enable  your team to communicate in real time with your clients on your own terms. Use preset templates and shortcodes to create personalized requests. You can use it to schedule appointments, request missing information and more. 

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Incorporated into your workflow

Secure messages can be sent manually or automatically through job automations. For example, you can set up monthly messages (with a task list) to request bank statements for bookkeeping purposes. 

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Client tasks
Integrated with mobile scanner
Preset templates and shortcodes
Incorporated into your workflow

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training

Your concerns, answered

Frequently asked questions

Are the messages that I send to clients secure?

Yes, messages you exchange with your clients in the TaxDome portal are secure. Additionally, your clients can securely chat with you on the go using the TaxDome app on their mobile devices. The mobile apps are available for both iOS and Android.

Is it secure to share files in TaxDome?

Absolutely. Your 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, the data for US firms is stored in the US, and Canadian firm data is stored in Canada.

Is there a way to securely exchange information with clients who do not want to log in?

Yes, you can send a link to clients to upload files without having to log in.

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