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.