TaxDome apps for your firm and clients

Swiftly upload your docs and folders to TaxDome. Choose the clients for whom you want to upload documents, connect docs to specific jobs, and upload documents and folders in bulk into several accounts at once.

Lock a document to an invoice: the client knows it’s available and cannot view or download the document until they make a payment. Once the client pays, the document automatically becomes accessible to them.

Easily access and manage files from your PC with TaxDome virtual drive. Upload, copy, move files and folders, edit them locally and auto-save changes directly to your cloud-based web portal.

Upload documents and request e-signature from your clients. Indicate where you want clients to e-sign, add fields for the taxpayer and their spouse, and include knowledge-based authentication (KBA) when needed. Turn on reminders to ensure that clients remember to sign.

Print, save and send docs from any tax software directly to TaxDome. Scan PDF files directly to TaxDome and merge, split and modify with our native PDF-editor later.