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Client portal & mobile app your clients will love

Exchange documents, collect e-signatures, issue invoices and communicate with your clients via an intuitive, custom-branded accounting client portal software and mobile app

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Client portal & mobile app your clients will love

Why TaxDome

Client portal focused on client experience

We make it our mission to make the client experience easy and intuitive, one in which your clients can access everything in one unified hub for all interactions with your firm. From completing e-signatures to secure messaging to accepting proposals and more, the intuitive interface and convenient dashboard ensures your clients stay in the loop and easily access what you need them to action.

 Utilizing TaxDome as your client portal and mobile app will elevate your brand and reduce admin costs.

Client portal focused on client experience

One portal, all touchpoints of your firm

Within the context of a job, your firm may want clients to complete an intake form, upload, approve or e-sign documents and engagement letters, communicate securely, and most importantly, make payment. You could send your client to 5 different apps with 5 different logins, or, they could do it all in your custom-branded, white-labeled TaxDome portal.

Proposals & ELs

Proposals & ELs

Price consistently, remove scope creep and grow your firm

Documents

Documents

Unlimited secure storage + mobile scanner

Messaging

Messaging

Message securely from anywhere and on any device

Signatures

Signatures

Unlimited e-signatures + KBA, QES

Billing

Billing

One-time/recurring, via credit cards, ACH, SEPA, BACS

Client tasks

Client tasks

Send To-dos, one-time/recurring, with auto-reminders

Organizers

Organizers

70% higher completion rate than comparable tools

Sleek design

Sleek design

Intuitive, clean, easy to navigate user interface

Easy & intuitive

Not all client portals are made equal

The first client portal your clients actually want to use. Built to fit the practice management needs of tax, bookkeeping and accounting firms. Moreover, community requests drive continuous development and improvement.

Your firm’s branding is at the forefront

A white-labeled client portal, secure and easy-to-use. Customize your firm’s URL, login page and personalize automated system emails to include your firm’s branding.

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Client tasks and automated reminders

With a user-friendly to-do list and automated reminders, your clients will provide the information you need.

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Forms & organizers to gather client data seamlessly

Create forms & organizers that clients actually enjoy completing. Intuitive and easy-to-use, on desktop or mobile. Returning clients can reuse prior responses, saving clicks and hours of time.

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Easy and secure access

Keep your team and client data protected via two-factor and biometric authentication. Stand out from the competition by providing one-click account activation for your clients.

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Your firm’s branding is at the forefront
Client tasks and automated reminders
Forms & organizers to gather client data seamlessly
Easy and secure access

Coming soon

Get information from your clients quickly

Use Client requests to ask your clients for information and receive responses, fast. Use our most effective tool to ask clarifying questions and keep projects moving.

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Get information from your clients quickly

Seamless flow

Streamlined document management

Unlimited secure document storage included. Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal. Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents. More

Streamlined document management

Seamless flow

Streamlined document management

Unlimited secure document storage included. Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal. Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents. More

Streamlined document management

Seamless flow

Streamlined document management

Unlimited secure document storage included. Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal. Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents. More

Streamlined document management

All communication in one unified workspace

Bring all channels of communication in one modern TaxDome workspace. Eliminate insecure email boxes and let your team and clients communicate from one centralized environment. On mobile or desktop, your team is just one click away.

Notifications

Notifications

With the client dashboard, clients will never miss important updates. More

Booking calls

Booking calls

Allow clients to book calls with you directly from the portal. More

Chats with client tasks

Chats with client tasks

As easy as texting via WhatsApp only incorporated into your CRM. More

Email sync

Email sync

Every email between client and your team, in one place. More

All communication in one unified workspace

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training
Looking to boost your firm's profitability and efficiency?

Looking to boost your firm's profitability and efficiency?

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Your concerns, answered

Frequently asked questions

What’s a tax and accounting Client portal?

The portal is intuitive and super easy to use, even for people who aren’t tech savvy. Clients will see a to-do list with tasks you want them to complete. They click on each task to do it—whether it’s filling out an organizer or signing a document. We provide loads of help guides and videos, but, of course, we cannot provide support for them as we do with you.

How will my clients register on the portal?

Once you’ve imported your client base to your TaxDome account, you send them an invitation link. Using the link, clients create a password and log in.

How can I communicate with clients through the portal?

TaxDome has email as well as message threads. When you sync your business or personal email to TaxDome, email from clients goes to their individual accounts, so that you won’t need to sort through them manually to find one. To share sensitive data, we suggest using our secure message threads which are fully mobile-friendly and also send push notifications to your clients’ smartphones.

Can a married couple have mutual access to an account?

Yes, every account can have more than one person with their own login and access.

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