Focused on client experience
Every accountant, tax preparer, or bookkeeper encounters roadblocks of missing information. The Client requests feature is engineered to make it easy for your clients to provide that information quickly, from any device, and without having to log in.
Effortlessly gather missing pieces
Ad-hoc requests can be generated easily. Link these requests to specific jobs, and the job will automatically progress once the required information is provided.
You can request documents or information from your clients even if they’re not logged into TaxDome. Simply create an authorization-free Client request and send it as a link.
Discover how Client requests will help you get required docs and info faster.
Reduce bottlenecks, get paid faster
Give your clients an easy, fast, and reliable way to send you the information you need. Client requests help you complete a job and get paid faster.
Ask questions, request documents, and get timely answers through an easy-to-use interface
Fast access for your clients, no login required (you decide if authorization is required based on your preference)
Track interactions and responses in one place, keeping a complete record for future reference
