Client experience

Client portal and mobile app your clients will love

Exchange documents, collect e-signatures, issue invoices, and communicate with your clients via an intuitive, custom-branded accounting client portal software and mobile app.

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Client portal focused on client experience

We make it our mission to make the client experience easy and intuitive, one in which your clients can access everything in one unified hub for all interactions with your firm.

From completing e-signatures to secure messaging to accepting proposals and more, the intuitive interface and convenient dashboard ensures your clients stay in the loop and easily access what you need them to action.

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One portal, all touchpoints of your firm

2 M+

jobs completed
400 k+

documents e-signed
300 k+

proposals and engagement letters signed
£2 B+

invoices paid
4.9 /5

client app rating from 40,000+ reviews. Rated by the people your firm serves, not by accountants.
15,000+ firms

accounting, tax, and bookkeeping firms that chose TaxDome and haven't needed to shop for software since.

The first client portal your clients actually want to use

Not all client portals are made equal

A white-labeled client portal, secure and easy-to-use. Customise your firm’s URL, login page and personalise automated system emails.

With a user-friendly to-do list and automated reminders, your clients will provide the information you need.

Create forms and organisers that clients actually enjoy completing. Intuitive and easy-to-use, on desktop or mobile.

Keep your team and client data protected via two-factor and biometric authentication.

Seamless flow

Streamlined document management

Unlimited secure document storage included.

Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal.

Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents.

Frequently asked questions

What’s a tax and accounting client portal?

The portal is intuitive and super easy to use, even for people who aren’t tech-savvy. Clients will see a to-do list with tasks you want them to complete. They click on each task to do it — whether it’s filling out an organiser or signing a document.

We provide loads of help guides and videos, but, of course, we cannot provide support for them as we do with you.

How will my clients register on the portal?

Once you’ve imported your client base to your TaxDome account, you send them an invitation link. Using the link, clients create a password and log in.

How can I communicate with clients through the portal?

TaxDome has email and message threads. When you sync your business or personal email to TaxDome, email from clients goes to their individual accounts, so that you won’t need to sort through them manually to find one. To share sensitive data, we suggest using our secure message threads which are fully mobile-friendly, and also send push notifications to your clients’ smartphones.

Can a married couple have mutual access to an account?

Yes, every account can have more than one person with their own login and access.