Summer Update 2025: From intake to invoice with one login

Summer Release: End-to-end firm workflows. One unified client experience

One platform, endless possibilities

What’s coming soon

Now in Beta (no per-client fees)

End-to-end bookkeeping workflows with no per-client fees, delivered

Built for firms that manage books month after month, the new Bookkeeping hub centralises recurring work, integrates with your client’s GL, allows for transaction-level Q&A, and updating categories. One clean, focused view — built just for bookkeepers. No per-client fees.

Get notified when it’s live

Supporting the full journey

Tools and services that tie your entire firm together — so you can collaborate across every channel, control access and security, and ensure every client gets personal care without burning out your team

Global communication – Beta

Keep every client conversation in one shared inbox — email and secure chat. Your team works faster, your clients get a seamless experience. No switching tabs. No missed messages.

Document access updates

Set view or edit permissions for any folder or file — per contact or team member. Ideal for joint filers, third-party collaborators, and internal handoffs. You stay in control of who sees what, always.

Enhanced Client Portal

We released a Client Portal UX update, including a redesigned Home page for a cleaner, more intuitive experience for your clients.

The client experience – unified for consistent 5-star service

Your clients don’t want multiple logins, email chains, or third-party portals. They want clarity, consistency, and control.

TaxDome lets them handle everything with one login — from signing documents and paying invoices to chatting with your team.

And now, our Client Help Center is live, guiding clients and helping them feel confident in navigating TaxDome’s platform and using our top-rated client mobile app to handle their tax returns from anywhere, any time.

Discover better client help

Clients love firms that use TaxDome

“I just submitted my tax documents this morning and just received confirmation that my return was complete and ready for review. Very satisfied with the level of service provided and will absolutely be back next year!”

Clients love firms that use TaxDome

“This app has made my tax prep way easier than last year! The ‘scan’ and ‘upload’ functions are built in seamlessly and worked flawlessly. Very happy with the TaxDome Client Portal.”

Clients love firms that use TaxDome

“I am so glad my accountant provided this option. I have to travel some distance to see him and when the weather gets bad it's a little scary now it's like he's in my home having coffee.”

Our client experience speaks for itself

“This was so easy to pay. Just scan your card in the camera and enter 3 numbers! Best payment method ever!!”

Our client experience speaks for itself

“This app is so intuitive, any one can do it! The layout is easy to follow and the support is second to none.”

Our client experience speaks for itself

“This was very user-friendly for us older folks who still use copy machines, staples, paper clips, and the dreaded Manila file envelope. This was very easy. Thank you.”

Our client experience speaks for itself

“The easiest app to use in the history of apps. I would give it 15 stars if I could.”