Product overview

Your customers can do everything through the portal, from uploading the docs to e-signing. You can run a 100% remote practice while providing an excellent customer experience.

All your firm and customer data is securely stored in unlimited cloud storage, protected with two-factor authentication, while easily accessible whenever and wherever you need it.

Knowledge-based authentication that is fully compliant with IRS requirements, as low as $1 per signature. Our KBA option for valid e-signatures is available for all firms worldwide.

Hand-written or typed e-signatures for one or many signers, all in one app. Reduce app overload for your clients by providing a simple way to manage their documents within one client portal.

Securely store all the documents related to your practice in the cloud at no extra cost.

Create and merge PDFs, highlight needed areas, rotate and send fillable PDF forms to clients.

Sync with your email to automatically upload all your communication with your clients to a secure area.

Each client profile automatically includes all emails with your team. You can seamlessly manage thousands of emails.

The data is stored in Amazon AWS and is backed up daily. The physical location of your data is determined by your firm’s location.

Credit card details are never stored by TaxDome. Credit cards are transmitted directly to our payment providers over SSL connections.

The best organizers are those your clients will complete. The entire experience of the organizer is tailored to the benefit of the client: all answers auto-save and the form is accessible from any device.

Reduce the repetitive overhead work by providing customers with documents pre-filled with data submitted earlier. This way, they can only edit the details that need updating.