Client management

Unlimited e‑signatures integrated within your white-labeled client portal

Built-in e-signature software in your client portal for better document management – eliminate manual paperwork and speed up approvals.

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E-signing made effortless for your clients

Unlimited e‑signatures integrated with your white-labeled client portal

Give your clients a seamless signing experience inside a secure, branded portal. No external tools, no hassle.

All files – one document management system

Keep all firm and client files organised 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 one or more individuals, e.g. spouses, business partners, or multiple stakeholders without chasing emails.

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Built for tax and accounting professionals

Streamline your workflow with features built for accountants, bookkeepers, and tax preparers

Spend less time on paperwork, more time on clients. Use pre-made templates for forms to simplify compliance.

Utilise our e-signature functionality to ensure significant savings compared to Adobe sign and Dropbox sign.

Upload pdf documents 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 utilised 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 organise my practice so I’m not so stressed about getting things done and forgetting any tasks.”

Winner Comprehensive Firm Workflow Solution

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 set up templates with predefined fields (signature, date, etc) and reuse it in seconds.

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 person should have a separate email, which is required for verification. You can link both spouses to one account, and they will be prompted to sign the document.

How do I know when a document has been signed?

After sending a document for electronic signature, you can view real-time status updates throughout the entire signing process via the TaxDome dashboard. Once documents have been signed, you’ll receive notifications.

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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