Client experience

TaxDome client mobile app — rated higher than most finance apps

Your clients sign tax returns, pay invoices, and scan documents from their phone. Every action they take advances your firm’s workflow. The reviews come from people working with firms exactly like yours.

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Practice management software is only efficient if your clients use it

No follow-up emails. No manual handoffs. Your team can be working on something else.

Client scans a document when they first get it.
It automatically converts to PDF and a notification goes to the right team member, with a task assigned.
Client signs a tax return on their lunchbreak.
Your job advances from Waiting for Signature to Proceed to file.
Client pays an invoice on their way to the gym.
Your pipeline updates, and you get an instant notification.

Hope Siebert, Office Manager at Siebert & Associates, CPAs. 10 staff, 1,000+ clients

From a firm owner like you

We have an older dentist who is now retired. Just a couple years ago, he wouldn't even try email or our old portal. We actually had to drive up there and drop off paper documents for him, pick up his documents. He moved to Florida about the year we started using TaxDome, and he figured it out. Could not believe it! He was uploading documents, sending chats. The man only had a cell phone and he figured out how to do all of this. That blows me away.

Hope Siebert, Office Manager at Siebert & Associates, CPAs. 10 staff, 1,000+ clients

Live in week one. Yours for the long term

When clients open the app in their first week, they stay. Drop-off falls 6X.

Firm

Account configured, templates ready, client list loaded.

Client

Receives invite, downloads app, signs first document or pays first invoice.

Clients who didn’t think they’d love it and use it

“We are not computer experts but this app was so easy to use. We were able to send our information to John and he completed our taxes and called us to explain how to sign and submit payments and fees. It was simple.”

<strong>East Coast Ginger,</strong> <br>TaxDome iOS user

East Coast Ginger,
TaxDome iOS user

“Initially, I thought this would be a huge learning curve, but this app experience was surprisingly easy to use, and communication was fast. Doing taxes has never been easier.”

“I can’t believe how easy and quick it was to provide all the information needed to process my taxes. I’m a very senior citizen and technology-challenged but the app is so simple with guided steps. It was a very positive experience.”

“The platform is SO smooth and I adore using it. It actually makes me love working with taxes and my accountant, which is something I never thought of saying!”

Winner Comprehensive Firm Workflow Solution

The best client app in practice management. Included for every firm

No competitor comes close. The most adopted, highest-rated client app in the category — 4.9 stars, 35,000+ reviews, from clients who chose to use it. It’s not an add-on. It’s standard. Every TaxDome firm. Every client you serve.

Frequently asked questions

How can my clients start using the mobile app?

They can download 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 the web client portal.

Can my clients upload documents from their mobile phones?

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

Can clients e-sign documents from their phones?

Yes. The mobile app allows clients to e-sign documents directly from their phone or tablet. They’ll receive a notification when a signature is needed, making approvals fast and simple.

Can clients scan documents via a mobile app?

Definitely. The TaxDome app includes a built-in document scanner that lets clients capture and upload files directly from their mobile device.

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.

Is the app secure for sharing sensitive information?

Absolutely. The TaxDome mobile app uses bank-level encryption to keep all data and communication secure. Your clients can safely upload documents and send messages with peace of mind.

See TaxDome in action with a free demo

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