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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. In addition to the web-based client portal, it effortlessly connects your clients to TaxDome, enabling them to interact with your firm from anywhere.

 

Within the mobile app, your clients can chat with your team, upload documents, pay invoices, fill out forms & organizers and more.

Request demo
Client mobile app for iOS and Android

Available for iOS and Android users

Engage with clients on the go

Unleash the power of the native iOS and Android apps, enabling your clients to interact with your firm no matter where they are — be it enjoying coffee at a café or waiting at the airport. Let your team members engage with clients through the firm mobile app.

Client mobile app for iOS

Client mobile app for iOS

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

Download on the App store
Client mobile app for Android

Client mobile app for Android

Enable your clients to seamlessly access your firm’s white-labeled client portal directly from their Android device.

Get in on Google Play

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

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.

  • Native document scanner
  • Secure instant messaging 
  • Complete organizers (forms)
  • E-sign documents 
  • Pay invoices
  • View your firm’s contact info
Request demo
What clients can do using the app

What users think of TaxDome apps

Michelle Cook, Carter Cook CPAs

Michelle Cook, Carter Cook CPAs

I’ve had fantastic feedback on the mobile app. Clients are able to fill out organizers whenever it’s convenient for them. If they want to do it at 10pm, that’s fine! It frees up my schedule to be able to focus on things other than paper pushing.

Like

Reply

12

9

Deanna S., tax preparer

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.

Like

Reply

12

9

Dane Janas, founder of Boundless Tax

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.

Like

Reply

12

9

Carter Cook, CPA

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.

Like

Reply

12

9

Implementation and Training "We have you covered"

Personalized support and assistance to ensure your firm’s success, as an add-on service. Learning new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • The knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome community
  • Premium support
  • Free group onboarding
  • Paid advanced team training
Implementation and Training
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Your concerns, answered

Frequently asked questions

How can my clients start using the mobile app?

They have the option of downloading 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 web client portal.

Can my clients upload documents from their mobile phone?

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

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.

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