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TaxDome is the home for your firm’s most valuable documents.
We take sensitive data and secure storage seriously. Your
business and reputation is at stake, which is why you can
always count on TaxDome’s security infrastructure.


ドキュメントはさまざまなセクションに分類されます。 — は、独自のドキュメントやスプレッドシートをクライアントファイルから分離します。

Everything is conveniently stored in one place, providing easy access for your entire team depending on the user rights you set.


無制限のクラウドベースのストレージスペース。 のアップセルまたは 後の の追加費用なし追加スペース。


すべての国の’の合法的である に基づいて、すべてのデータが 保存されます。財務、およびデータ保護基準。


Need to forward an important document to a lawyer or financial advisor? Don’t send insecure e-mail attachments.


Frequently Asked Questions

  • How can I be sure that my messages with clients on TaxDome are protected?

    Customer interaction with TaxDome is encrypted via Secure Socket Layer (SSL). Our SSL certificates use 256-bit encryption to protect your data. We’ve received an A grade from Qualys SSL Labs.
  • Is TaxDome document storage compliant with information protection laws?

    TaxDome offers the most secure client portal available on the market. We employ ten industry standards to keep your data safe and secure.
  • How do you back up data?

    The data is stored on Amazon AWS multiple times and on multiple servers.
  • 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.
  • Can I print from tax software to document storage?

    Yes, you can use any tax software for that.
  • How long can I keep documents and archives?

    Documents will remain stored as long as you stay with TaxDome.
  • Is my database fully exportable?

    Sure. There are multiple export tools. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.
  • Can I set up a folder template?

    Sure, you can set up folder templates and apply them to either specific or all clients.


の2週間トライアル を今すぐお試しください。クレジットカードは不要です。