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Review and sign documents on screen. No printing, no scanning signed copies back in.
TaxDome Kiosk is the in-person TaxDome experience, wherever you meet your client
TaxDome is the first modern practice management platform built for every client touchpoint, not just the ones that happen online. Some clients book through the app and never need anything else. Others hand you a folder of papers at your office, their business, or a community tax day. TaxDome Kiosk brings the same signatures, payments, documents, and scanning to wherever that happens, synced to their record on the spot.
Four workflows. One tablet. Everything in your system.
Everything your clients complete during the visit is on your tablet, synced directly to their record. They get the time they came for. Your team gets it done without the paperwork.
Clients pay outstanding invoices during the visit. Collected and recorded immediately.
Clients review firm-prepared documents: agreements, tax returns, summaries.
Clients photograph and upload paper documents on the spot. No drop-off pile, no manual upload later.
Walk through a real client visit
Try Kiosk and see exactly what your client sees from the moment you hand them the tablet to the moment the session closes.
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Firms tried Kiosk. Here’s what stood out.
“I think Kiosk is going to be a MAJOR game changer for those clients who insist on still doing everything in paper.”
Alison Mora
TaxDome Community member
“I was excited by the potential I saw from TaxDome’s presentation, and what we could accomplish if we became more efficient using the modern client interface and technology.”
John Siebert
Firm Owner, Siebert & Associates, CPAs
One TaxDome experience, wherever you meet
Whether it’s your office, their business, or a pop-up event, you open Kiosk on a tablet, identify the client, and everything happens right there: forms, signatures, payments, documents. By the time you’re done, their record in TaxDome is already up to date.
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Select the client
Open TaxDome Kiosk on your tablet and find the client you’re meeting with. No login required from them. You pull them up.
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Hand them the tablet
The client sees only what’s relevant to them: documents, forms, invoices. Guided steps. Nothing exposed that shouldn’t be.
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Session resets automatically
When the visit ends, the session closes. Everything is already in their TaxDome record, and you’re ready for the next client.
Every client. One system. No exceptions.
Same client record
Signatures, payments, and scanned documents go directly into the client file. Online and in-person activities are indistinguishable because they are the same system.
Same automations
Kiosk actions trigger the same automations as online actions. A signed document in the office completes the same task and moves the job forward automatically.
Same billing view
Payments collected in the office appear alongside online payments. No separate log, nothing to reconcile.
Paying in person now takes one tap
The fastest way to get paid in person is the one clients already use at checkout
TaxDome Terminal pairs with the tablet or phone already running Kiosk over Bluetooth. The client taps, inserts, or swipes their card, the same motion as any retail checkout.
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Works with what’s already in the room
Pairs with the tablet or phone running Kiosk over Bluetooth. One terminal works across iPad and Android, no per-device setup.
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One tap closes the invoice
The client taps, inserts, or swipes their card. Staff starts the charge from the invoice in Kiosk or the web portal, the client completes it.
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Synced like every other payment
Marked paid the moment the card clears, in the same client record as online payments. Nothing to reconcile separately.
Trusted by firms, loved by clients
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90 %+
of clients who log in once keep coming back. They upload, sign and pay in the one portal they'll actually use.
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6 million+
clients work with their accountants through TaxDome. They range from single filers to multi-entity business owners, in 10+ languages.
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4.9 /5
on the App Store and a Top 100 Finance app. A 2026 Webby Honoree alongside TurboTax and HSBC, and the only one clients use to work with their accountant.
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15,000+
firms run on TaxDome. They are multi-person teams through 50-person practices, in tax, bookkeeping and advisory.
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40,000+
professionals work in TaxDome daily. Partners, admins, preparers and bookkeepers are all in one workspace.
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2.5 X
faster payment collection than the industry average. Over $2 billion collected through the platform to date.
Frequently asked questions
What is TaxDome Kiosk, and who is it for?
TaxDome Kiosk brings in-person client visits into your firm’s digital workflow. It’s for accounting firms that meet clients face-to-face, whether that’s at your office, the client’s business, a community tax day, or anywhere else you set up a tablet. The visit runs as a guided session on your firm’s tablet, in a check-in format clients already know from doctors’ offices: signing a form moves the job forward, a payment closes the invoice, and scanned paper files itself to the client’s record. Everything syncs directly to TaxDome, so even your paper-first clients live in the same system as everyone else.
What can clients do during a Kiosk session?
Clients can sign documents, pay invoices, review firm-prepared documents, and scan and upload paper using the tablet camera. Everything completes in real time and goes directly into their TaxDome record.
Do clients need an account, email, or app to use TaxDome Kiosk?
No. Clients don’t need login credentials, an email address, or anything on their own device. The session runs on your firm’s tablet and connects to their existing client profile. The experience is built for your least tech-comfortable clients, with guided steps and nothing to set up, so working with your firm stays convenient for them exactly as they are. It’s also an easy on-ramp: in-office clients get comfortable working digitally, and many go hybrid, downloading the mobile app and starting to communicate with your firm online. Either way, every interaction is digitized, and your team keeps one seamless workflow for in-office visits.
How is TaxDome Kiosk different from opening the client portal on a tablet?
TaxDome Kiosk is built specifically for shared, in-office use. It has guided steps, session isolation, and automatic reset between clients, so data doesn’t carry between sessions and staff don’t have to manage logins.
Is client data secure in a Kiosk session?
Yes. Each session is fully isolated and resets after completion, so clients only see what’s intended for them, and firm workflows, dashboards, and internal data stay out of reach. TaxDome itself is SOC 2 Type II certified with enterprise-grade encryption; full details are in our Trust Center.
Will TaxDome Kiosk replace the client portal?
No. It complements it. Clients who use the portal keep using it. TaxDome Kiosk handles those who don’t, and over time, in-office clients often become portal users once they’re familiar with the experience.
How do I set up TaxDome Kiosk?
Install the TaxDome firm mobile app on a tablet. Select a client, hand them the tablet, and the session begins. Kiosk is included in your TaxDome plan, with no complex setup and no separate platform to manage.
“We have a client who is 78 years old. He was always reluctant to use technology. When I introduced him to TaxDome, he was like, ‘I like this.’ He’s actually the one who uses it the most, and he loves it.”
Olga Hurtado
Founder, NeatBooks