Client management

Secure document management software for accountants

A centralized system to securely store, manage, and share documents with tax, accounting, and bookkeeping clients. Keep files organized and accessible, with features like e-signatures, a client portal, and CRM.

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Keep your documents in one safe place

Secure, unlimited document storage

Accommodate all firm and client files in one document management system.

Upload documents and folders from your computer directly to your client accounts.

View and edit files from Windows Explorer – TaxDome virtual drive becomes a dedicated drive on your computer.

Print documents from any tax program (TaxAct, Drake, UltraTax, etc.) directly into TaxDome.

4.7/5 across 7,600+ reviews

The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

Amanda Kendall,
Founder of Elevating Profits

“I am a paperless office, and having an easy-to-use, secure way to access client documents at any time has been a big selling point for me. TaxDome has unlimited storage that doesn’t eat up when clients upload pictures.”

Lynnorra P.,
Senior partner at an accounting firm

“I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.”

Tranika Warner,
Founder of TMW Financial Solutions

“For invoices, I do use TaxDome reminders if invoices are unpaid. I’ve also integrated my QuickBooks, so it’s all automatically synced. Huge time saver! It’s really easy to categorize the payments. We are also using the function that allows you to lock documents to bills: I can lock documents to make sure I get paid!”

Dane Janas,
Founder of Boundless Tax

“My admin finds TaxDome AWESOME to use. Getting the finished returns inside TaxDome with the Windows App & Virtual Drive is super easy.”

Winner Comprehensive Firm Workflow Solution

Integrated with the client portal

TaxDome offers a document management software that is integrated with the client portal and CRM. It provides many simple and secure ways to receive documents from your clients and third parties.

Clients upload docs without login

Once they upload documents, your team receives a notification.

Third-party sharing

Securely share documents with third parties and provide expiring links for extra security measures.

Streamline client feedback

Eliminate manual back and forth with approvals: allow clients to provide feedback directly in the interface.

Ensure you get paid for the work you do

Reduce accounts receivable by locking documents to invoices

Documents unlock automatically as soon as the invoice is paid

Automate payment collection

Ensure that your work is paid

Improve your billing processes

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Arrange your files in a way that suits you best

Organize files and folders with templates and access rights

Manage access rights to safeguard the work you share.

Apply folder templates manually or by using automations.

Organize documents by year, type of service, assigned employee — whatever works for your practice.

Use statuses (color-coded tags) that show you what stage your documents are in.

Use filters to find specific docs – e.g. you can search for all recent documents for a certain account.

Bypass third-party PDF tools

Built-in native PDF editor

Edit and save documents right inside TaxDome

Merge and annotate PDFs

Leave notes and revise

Send fillable PDF forms to your clients

Get started

Success stories

Read other success stories

Make e-signing easy for clients

Unlimited integrated e-signatures

Request e-signatures from clients from any device

Add the e-signature request to the documents you upload via the portal or the desktop app. Specify signature fields and set up reminders to make sure clients don’t forget to sign.

KBA available (IRS requirement)

Utilize knowledge-based authentication fully compliant, at a cost well below industry standard ($1).

Trigger emails and tasks after e-signature is completed

Set up your jobs to move automatically to the next stage of the pipeline once the document has been signed by all parties.

Frequently asked questions

What is a document management system (DMS)?

Document management system (also known as document management software) centralizes organization, storage, and collaboration around client files. It allows accountants and bookkeepers to create, upload, share, edit, sign electronic documents, and automate workflows for tax documents, financial statements, contracts, and more.

Can I collect e-signatures through TaxDome?

Yes. You can request legally binding e-signatures from clients directly inside TaxDome — no need for external tools.

Is TaxDome document storage compliant with information protection legislation?

TaxDome offers the most secure client portal available on the market. We employ ten industry standards to keep your data safe and secure.

How does your software back up data?

TaxDome provides end-to-end security and built-in privacy features, and your data is hosted on Amazon Web Services (AWS). Our team takes additional proactive measures to ensure that backups are continuous and data can be restored multiple times, on multiple servers, and at any point within the backup retention period.

What if I want to maintain a separate copy of my data?

The data is always yours, we simply hold it for you. Using the TaxDome Drive you can easily copy over all documents directly within your Windows Explorer. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.

Where is my data stored?

The storage location depends on your country: if you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met.

How difficult is it to move client files from previous DMS (Dubsado, File Cabinet, SmartVault) to TaxDome?

You can easily move from other DMS using the TaxDome Drive — this retains the file structure. We also have import tools for transferring your documents over in bulk via the desktop application.

Do you have software to install onto my desktop and create folders there instead of doing everything on the website?

By using the Desktop app, TaxDome becomes a drive on your computer so you can save directly to the client folder as if you were saving files to your computer.

Can you type text in PDF documents?

Yes, we have a built-in PDF editor and you also can create fillable PDF forms.

Can clients scan and upload documents from their phone?

Yes. TaxDome’s mobile app lets clients snap a photo of a document and upload it instantly.

Is the built-in PDF Editor a full editor with markup tools to replace Adobe?

Absolutely. The built-in PDF Editor has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Can clients upload documents by taking pictures of them?

Yes, your clients will have a built-in scanner in the mobile client portal — so that they can upload high-quality PDF images not just smartphone photos.

Can I hide documents from client view?

Yes. You can create folders with different access levels. If you add a document to a folder with private access, only you and team members with access will see it and clients won’t.

See TaxDome in action with a free demo

If the form doesn’t load, please call us at +1-833-TAX-DOME or email support@taxdome.com — we’ll help you schedule a meeting.

Secure document management software for accountants

Secure, unlimited document storage

The fastest growing practice management platform on the planet

Integrated with the client portal

Clients upload docs without login

Third-party sharing

Streamline client feedback

Discover how top accounting firms are staying ahead in 2025 – download the free guide

Reduce accounts receivable by locking documents to invoices

Automate payment collection

Ensure that your work is paid

Improve your billing processes

Organize files and folders with templates and access rights

Built-in native PDF editor

Merge and annotate PDFs

Leave notes and revise

Send fillable PDF forms to your clients

Success stories

Achieving efficiency to grow by 9% in 12 months with TaxDome

Post-acquisition expansion from a customer base of 50 to 1,500+

Unlimited integrated e-signatures

Request e-signatures from clients from any device

KBA available (IRS requirement)

Trigger emails and tasks after e-signature is completed

Frequently asked questions

Secure document management software for accountants

Secure, unlimited document storage

The fastest growing practice management platform on the planet

Integrated with the client portal

Clients upload docs without login

Third-party sharing

Streamline client feedback

Discover how top accounting firms are staying ahead in 2025 – download the free guide

Get your free guide

Reduce accounts receivable by locking documents to invoices

Automate payment collection

Ensure that your work is paid

Improve your billing processes

Organize files and folders with templates and access rights

Built-in native PDF editor

Merge and annotate PDFs

Leave notes and revise

Send fillable PDF forms to your clients

Success stories

Achieving efficiency to grow by 9% in 12 months with TaxDome

Post-acquisition expansion from a customer base of 50 to 1,500+

Unlimited integrated e-signatures

Request e-signatures from clients from any device

KBA available (IRS requirement)

Trigger emails and tasks after e-signature is completed

Frequently asked questions

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Firms/practitioners

Clients

The fastest growing practice management platform on the planet