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Portail client

Plus vous simplifiez la tâche pour les clients’, plus ils seront heureux à renvoie
année après année. TaxDome vous permet de rationaliser la communication,
de partager facilement des documents et de réduire votre propre temps administratif.
Maintenant,’t qui font de la saison des impôts un un peu moins douloureux?

La plupart des CPA ne sont pas satisfaits de leur portail client. Les utilisateurs de TaxDome sont.

Plus de 400 CPA interrogés

  • "

    Easy to use! Love the portal where everything is so easy to see!

    Positively Pilates LLC

    Carrie Campbel Positively Pilates LLC

  • "

    My customers have loved using this file share software. They have commented on how much easier it is than the last "easy" one. I am excited that they are continuing to improve this software. I have been in business for 10 years and think I finally found the program that will work best for me.

    Valley View Book & Tax

    Becky Arvila Valley View Book & Tax

  • "

    TaxDome meets the needs of my business in one place. I like the client portal, email integration, workflow and e-signature capabilities. We are far more organized than before.

    DW Agosto Tax Planning LLC

    Emily Agosto DW Agosto Tax Planning LLC

  • "

    It's truly an all-in-one solution for tax pros! Includes task Mgmt, workflow, email Mgmt, portal, organizers, billing, CRM for clients and note taking, etc. Also, their customer service is AMAZING and they implement almost every suggestion - and fast!

    Laufer CPA LLC

    Sara Laufer Laufer CPA LLC

  • "

    I love the client portal aspect allowing clients to upload and download documents in a safe and secure manner. We use the signature function as well, not having to go out to a third party software has increased the return time and timing requesting the signatures.

    Allis Accounting Services

    John Allis Allis Accounting Services

  • "

    The client portal, workflows, email integration, billing, and all the automated tasks have helped me get organized for this tax season. My clients are already telling me how nice the client portal looks. Also integrates well with Drake software. The staff has been incredibly responsive as well!

    JB Taxes

    Joe Bourque JB Taxes

  • "

    BIGGEST plus is a totally secure client portal for sharing sensitive data. They also offer unlimited storage, which is not typical at we are able to store multiple years of clients data in the cloud....which saves us time and money when clients need extra copies later.

    Dallas Tax Solutions Inc

    Gayla McGinnis Dallas Tax Solutions Inc

  • "

    It functions as an excellent client portal.

    Equilibrium Accounting & Tax

    Steven Plant Equilibrium Accounting & Tax

  • "

    One of the best client portals for the money! The feature that sold me was the capability to lock a document to a bill. As a tax professional, being able to lock the completed tax return until paid was essential for me in Tax season...

    Chambers EA

    Kimberliann Chambers EA

  • "

    Very easy to use and quick with responses.

    Mike Kunstman Executive Protection Agent

  • "

    I use this software as the client of a tax professional. TaxDome makes it very easy to securely send all of the necessary forms, documents, etc. to my tax professional each year as she prepares my taxes.

    Erica Wiswell Erica Shops For You

  • "

    I have a client profile and I am in as a tax professional, and both things work great. It’s easy as a client to upload and create folders. It’s easy for me to go in and find what I need clients have put in.

    Cook Bookkeeping

    Simone Cook Cook Bookkeeping

  • "

    I love that I can create my own organizer. I use it as a 'client intake form.' I also love that I can talk to my clients through the portal since I'm dealing with very sensitive information. My clients love the ease of everything being in the portal.

    Hardy Tax Solutions

    Renisha Hardy Hardy Tax Solutions

  • "

    All of the features of the system. Makes it easier to keep up with my tasks and offer my clients a secure location to upload their documents.

    Chronicle Tax Services

    Tiyease Jones Chronicle Tax Services

  • "

    It allowed me to have a steady flow to how i on boarded clients to file their taxes. It was very to easy to use for 90% of my clients. I have already recommended this product to a lot of my partners and they are using it as well.

    Legacy Financial Guru

    Briana Crawford Means Legacy Financial Guru

  • "

    The back and forth from my accountant and myself was very easy and seamless.

    Counterpunch, LLP

    Eric Hausser Counterpunch, LLP

  • "

    After being recommended by my accountant, I've become a monthly user and find it becoming easier and easier to use. Our communication back and forth has been very simple and secure.

    Kristen English Real Estate LLC

    Kristen English Kristen English Real Estate LLC

  • "

    This software has simplified many things within our company. I would highly recommend it.

    Moving At Ease

    Charles Quattrochi Moving At Ease

  • "

    So easy to use for a person, who is not a techie or money person.

    Watt Business Solutions

    LaTonia C. Watt Business Solutions

Simple et intuitif

Le portail client est assez simple pour que même les clients les plus exigeants sur le plan technologique puissent gérer. Il’est également compatible avec les appareils mobiles, de sorte que vos clients peuvent accéder au portail client à tout moment, n’importe où.

Oubliez, possédez votre marque avec une URL de site Web personnalisée 

Vous pouvez personnaliser entièrement votre portail, y compris l'URL vers pointant vers votre propre domaine. Si vous n'avez’pas de site Web , nous propose un créateur de site Web complet pour créer votre propre site Web.

Signer des documents électroniquement

Éliminez les fournisseurs supplémentaires, vos clients peuvent signer en ligne dans le même portail qu'ils mènent toutes les affaires avec votre entreprise. Des signatures électroniques illimitées sont incluses.

Messagerie sécurisée

Grâce aux fils de discussion sécurisés, vous pouvez rester organisé & sans demander des informations sensibles par e-mail. Intégrez les demandes de documents & tâches, comme .

Tâches client traçables

Attribuer des tâches aux clients & planifier des rappels automatiques. Vos clients savent toujours ce que vous devez faire.

Complètement intégré

Permet aux clients de partager des documents importants, de payer des factures, de consulter l'historique des paiements, de consulter les échéances à venir, de répondre aux questions que vous avez pour eux et de remplir une organisateur fiscal, le tout dans le confort de leur domicile ou de appareil mobile.

Aide dédiée

Vos clients ont leur propre zone d'aide avec des instructions sur comment payer des factures, signer des documents, etc.

Basculer facilement les comptes

Votre client se connecte à avec un e-mail et peut basculer entre ses différents comptes (personnel, professionnel1, professionnel 2, etc.) . Aucun n'a besoin de se souvenir de nombreux mots de passe. Facile.

Activation facile

Activation en un clic pour vos clients. Ils cliquent sur & créer un mot de passe — que’c'est ça.

Notifications push à vos clients

Vos clients recevront des notifications push lorsque leurs factures seront prêtes à être payées.

Protégez les données avec une authentification à deux facteurs

Assurez la conformité IRS & fournissez à vos clients des garanties de données. Avec authentification à deux facteurs. les clients de votre équipe & peuvent s'assurer que les données sont protégées.

Frequently Asked Questions

  • How easy will it be for my clients to use TaxDome’s 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.
  • How many accounts can one client have in case they have separate businesses?

    You can create as many accounts as your clients need to manage their businesses. Your clients don’t have to remember multiple passwords to access their accounts. They’ll need to remember only one login and password, and then can easily switch between their accounts.
  • Can my clients use a mobile app to complete an organizer?

    Definitely! They can use both the mobile app and web portal to fill in organizers, sign documents, communicate with you, and pay bills.
  • How will my clients share files?

    Uploading documents for your clients is easy. They are able to upload via the web browser or on their mobile app. In addition, the mobile app has a built-in scanner that allows your clients to upload high-resolution PDFs. You can also send your clients a secure link to upload files that won’t require logging in.
  • Can my clients create folders in their file vault?

    Yes, they can organize their files in their accounts.
  • When I upload a doc for a client, will TaxDome send an automated email notifying them that the doc is available?

    Definitely. If you want an automatic email to go out, turn on the notifications toggle.
  • Can my clients scan documents or save them as PDFs?

    Yes, your client can scan right on their portal. If it’s a jpeg, it creates a pdf for it.
  • Can I change the TaxDome label and URL to my own?

    Sure, you can fully customize your portal, including the URL and your brand logo.
  • Will my clients see TaxDome or my firm’s name?

    They’ll see your logo and the firm’s name. All messages will come from your firm, the branding inside the application is your firm’s. The mobile app, however, has a TaxDome label because app stores require an app name and logo for each one that is released, and it can’t be changed.

Ne vous inquiétez pas,
ce sera facile.

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