Client experience

Client mobile app for iOS and Android

Offer your clients a hassle-free solution to access your white-labeled portal while they’re out and about with our native iOS and Android Client mobile apps. Within the mobile app, your clients can chat with your team, upload documents, pay invoices, fill out forms and organizers and more.

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Client mobile app

Provide your clients access to your firm from any location.

Top 100 in App Store

1 million+ downloads

Engage with clients on the go – via mobile apps for iOS and Android

Let your clients experience the convenience of accessing your firm’s white-labeled client portal seamlessly on their Apple or Android devices.

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Offer your clients an outstanding experience

What clients can do using the app

With the mobile app, your clients can conveniently interact with your firm the same way they would typically do on the web using the client portal. They can access, review and e-sign documents, pay invoices, send secure messages and more – on the go.

Scan documents

Use secure instant messaging

Complete organizers (forms)

E-sign documents

Pay invoices

View your firm’s contact info

Your clients will love TaxDome

Millions worldwide receive exceptional client service from firms that rely on TaxDome to streamline client management.

Jana Hartwell,
Android app user

“Quick & easy for a low-tech person to navigate.”

KitKatVet,
iOS app user

“Very user friendly, simple and makes communication a breeze anytime, anywhere!”

William B.,
Android app user

“Great tax practice management software.”

Sarah E.B.,
iOS app user

“Great app for communicating with bookkeepers. Easy to use!”

Winner Comprehensive Firm Workflow Solution

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.

Deanna S.,
tax preparer

“The mobile app with built-in document scanner is so incredibly neat that I think our clients will easily get onboard with these changes in how we interact with them”.

Capterra

Dane Janas,
founder of Boundless Tax

“My clients love the mobile portal because it’s easy to use. They never log into TaxDome on the computer — they do everything on mobile.”

Read the full review

Carter Cook,
CPA

“I have millennial clients, everyone is pretty into technology. I’ve had fantastic feedback on the mobile app. I love that I can send organizers through the portal.”

Read the full review

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.”

Frequently asked questions

How can my clients start using the mobile app?

They can download the TaxDome mobile app for Android or iOS by using the following links: Android and iOS.

Alternatively, they can access Google Play or Apple’s App Store, search for TaxDome, tap “Install”, and open the app.

Can my clients pay invoices through a mobile app?

Absolutely! Your clients have the option to pay invoices through both the mobile app and the web client portal.

Can my clients upload documents from their mobile phones?

Indeed, your clients can effortlessly scan and upload documents directly from their mobile phones using our native scanner feature.

Can clients e-sign documents from their phones?

Yes. The mobile app allows clients to e-sign documents directly from their phone or tablet. They’ll receive a notification when a signature is needed, making approvals fast and simple.

Can clients scan documents via a mobile app?

Definitely. The TaxDome app includes a built-in document scanner that lets clients capture and upload files directly from their mobile device.

Can my clients use a mobile app to complete an organizer?

Yep, they can use the mobile app to fill in organizers, sign documents, communicate with your team, and pay bills.

Is the app secure for sharing sensitive information?

Absolutely. The TaxDome mobile app uses bank-level encryption to keep all data and communication secure. Your clients can safely upload documents and send messages with peace of mind.

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.

Client mobile app for iOS and Android

Client mobile app

Engage with clients on the go – via mobile apps for iOS and Android

What clients can do using the app

Scan documents

Use secure instant messaging

Complete organizers (forms)

E-sign documents

Pay invoices

View your firm’s contact info

Your clients will love TaxDome

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The fastest growing practice management platform on the planet

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The fastest growing practice management platform on the planet