US – English
UK – English
Canada – English
Australia – English
Danmark – Dansk
DACH - Deutsch
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
Client management
Give every client a secure, modern way to communicate with your firm
TaxDome integrated messaging guarantees a secure environment to connect with clients directly. Chat in real time, upload or scan documents, easily request information and automatically remind them to complete your tasks.
The fastest growing practice management platform on the planet
See how customers are raving about us on places like G2 and Capterra.
“TaxDome has been a huge success for us, meeting both client and employee expectations.”
Chris Farris
COO of Foundation Group (50+ staff)
“I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the email as tasks feature! I don’t have to search through my emails to find client stuff anymore—it makes my work life so much more streamlined.”
Brittnie E.
Enrolled agent
Communicate and share documents with your clients on the go
Let your clients reach you from any device – securely
Clients can view your messages immediately in their client portal on desktop or native iOS and Android apps. Display message content in email notifications or keep it visible only in the portal, based on your preferences.
Give your clients an easy way to stay in touch with your team while on the go using our native iOS and Android mobile apps. Both firms and clients have dedicated apps for seamless communication.
Want to add visuals to your messages for clients? Attach files and videos in the chat when it’s easier to show than tell.
For even faster turnaround, use client requests to gather missing information, remove project roadblocks, and get quick responses.
Use tasks – a fast way to communicate with clients
Get faster responses and move projects automatically for happier clients
Streamline collaboration and keep projects moving forward with easy, secure chat workflows.
User-friendly to-do lists help clients keep track of what you need — no more missed requests
Secure messages can be sent manually or triggered automatically via job automations (e.g., monthly bank statement requests)
Built-in mobile scanner lets clients send high-quality, legible PDFs straight from their mobile devices
Real-time chats make communication seamless, with support for templates and shortcodes for personalised messaging
Frequently asked questions
Are the messages I send to clients secure?
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.
Can I securely exchange information with clients who don’t want to log in?
Yes, you can send a link to clients to upload files without having to log in.
How will I know when a client sends a message?
You will receive notifications in your Inbox+ and your email inbox. You can customise which notifications you receive and where by adjusting your notification preferences.
“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 national insurance number.”
Deva Hetrick, EA
Co-founder at Joseph & Hetrick, LLC