Client experience

Create unmatched client experiences

Build stronger relationships and streamline your workflow with TaxDome’s award-winning client experience features. Our intuitive client portal and mobile apps simplify interactions, improve communication, and ensure timely payments.

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BOOST YOUR BRAND WITH THE TOP-RATED CLIENT PORTAL ON THE IOS APP STORE

The mobile experience your clients will love

Empower clients to interact with your firm from anywhere.

iOS and Android apps

Clients can access your firm’s portal on any device.

Easy document management and e-signatures

Review and e-sign docs effortlessly, just like on the web app.

Secure communication in real time

Stay connected with built-in secure chat.

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4.7/5 across 7,600+ reviews

Why your peers love TaxDome — first-hand stories

‘Whenever I have a question you contact me back almost immediately’

Ilie Batir, Director at BR Accountants (3 staff)

‘We’re just really excited to use it!’

Kelly Mortimer, Accounting Manager at Heelan Associates (35+ staff)

‘Our clients really love the portal and how interactive/clear it is.’

Suyesh Sharma, Managing Director of Metta Accountants (7 staff)

SIMPLIFY HOW YOUR CLIENTS INTERACT WITH YOUR FIRM

One secure client portal for all your firm’s touchpoints

Centralised document management

Your clients can complete intake forms, upload, approve, or e-sign documents, and more – all from the portal.

Secure chat

Enable real-time communication and document sharing with clients via safe messaging.

Integrated payments

Get paid on time, every time – with a seamless, secure payment experience, reducing delays and simplifying collections.

BE SURE PROJECTS STAY ON TRACK

Keep your clients in the loop with tasks and reminders

Boost completion rates with client tasks

Assign clear tasks for your clients like reviewing and signing documents, or paying an invoice. Create and automate tasks for multiple clients simultaneously for greater efficiency.

Never miss a deadline with manual or automatic reminders

Keep your clients informed with friendly yet firm reminders about pending invoices, proposals, signatures, and other tasks. Ensure timely completion and eliminate back-and-forth communication.