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Client experience
Client mobile app for iOS and Android
Offer your clients a hassle-free solution to access your white-labeled portal while they’re out and about with our native iOS and Android Client mobile apps. Within the mobile app, your clients can chat with your team, upload documents, pay invoices, fill out forms and organisers and more.
Client mobile app
Top 100 in App Store
1 million+ downloads
Offer your clients an outstanding experience
What clients can do using the app
With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.
Scan documents
Use secure instant messaging
Complete organisers (forms)
E-sign documents
Pay invoices
View your firm’s contact info
Your clients will love TaxDome too
Millions worldwide receive exceptional client service from firms that rely on TaxDome to streamline client management.
The fastest growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“My clients love the mobile portal because it’s easy to use. They never log into TaxDome on the computer — they do everything on mobile.”
Dane Janas
founder of Boundless Tax
“I have millennial clients, everyone is pretty into technology. I’ve had fantastic feedback on the mobile app. I love that I can send organisers through the portal.”
Carter Cook
CPA
“I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.”
Lynnorra P.
Senior partner at an accounting firm
Frequently asked questions
How can my clients start using the mobile app?
Can my clients pay invoices through a mobile app?
Absolutely! Your clients have the option to pay invoices through both the mobile app and the web client portal.
Can my clients upload documents from their mobile phones?
Indeed, your clients can effortlessly scan and upload documents directly from their mobile phones using our native scanner feature.
Can clients e-sign documents from their phones?
Yes. The mobile app allows clients to e-sign documents directly from their phone or tablet. They’ll receive a notification when a signature is needed, making approvals fast and simple.
Can clients scan documents via a mobile app?
Definitely. The TaxDome app includes a built-in document scanner that lets clients capture and upload files directly from their mobile device.
Can my clients use a mobile app to complete an organiser?
Yep, they can use the mobile app to fill in organisers, sign documents, communicate with your team, and pay bills.
Is the app secure for sharing sensitive information?
Absolutely. The TaxDome mobile app uses bank-level encryption to keep all data and communication secure. Your clients can safely upload documents and send messages with peace of mind.
“Quick & easy for a low-tech person to navigate.”
Jana Hartwell
Android app user