Referrals come from clients who feel taken care of, not clients who were processed. TaxDome is the only practice management system where the app, the portal, in-office kiosks, and white-label branding work together with managed client care to protect what you’ve built.
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.
90 %+
of clients who log in once keep coming back. They upload, sign and pay in the one portal they'll actually use.
6 million+
clients work with their accountants through TaxDome. They range from single filers to multi-entity business owners, in 10+ languages.
15,000+
firms run on TaxDome. They are multi-person teams through 50-person practices, in tax, bookkeeping and advisory.
40,000+
professionals work in TaxDome daily. Partners, admins, preparers and bookkeepers are all in one workspace.
2.5 X
faster payment collection than the industry average. Over $2 billion collected through the platform to date.
Most practice management software gives your clients a login. TaxDome gives them an experience.
Mobile-first and the highest-rated client app in practice management. Your clients handle documents, payments, signatures, and messages from their phone. Unlike most practice management apps that strip down functionality for mobile, TaxDome’s app delivers the full experience, plus a built-in document scanner that turns phone photos into PDFs instantly.
Browser-based access with the same functionality as the app. For reviewing longer documents, signing from a desktop, or working on a larger screen. Among clients who log in to the portal once, 90% return for future activity rather than reverting to email or phone calls.
Wherever the client meeting happens (your office, their business, a community tax day, a temporary location) Kiosk brings the full TaxDome experience with you. Identify the client, collect documents, get signatures, take payment, and have everything back in TaxDome before you leave the room.
When a client of yours gets stuck, TaxDome’s team handles it directly: a real response, delivered under your firm’s name, not a help article or a reply bounced back to your office. Available as an add-on service for firms that want a fully managed client experience.
Accountants meet clients everywhere. Kiosk means the experience doesn’t change depending on where that happens. Offer the same intake, the same signatures, the same payment flow, connected back to TaxDome in real time.
A client walks in, checks in on a tablet, signs documents, makes a payment, scans what they brought.
Your team sees it the same way they see every other client interaction, whether it came from the app, the portal, or the lobby.
The experience your clients get in person is the same experience they get on their phone. One firm, one system, every client.
With the TaxDome White Label app, your firm is listed in the App Store and Google Play under your own name. Clients download your app, get push notifications from your brand, and leave reviews that build your reputation, not ours.
TaxDome completely changed how I work with my CPA. I can scan and upload documents in seconds, chat securely, and keep track of everything in one place. If I ever had to switch accountants, my first question would be: “Do you use TaxDome?”
Across 15,000+ firms, the data tells the same story: client experience drives retention, referrals, and revenue. Not as a marketing promise. As a measurable outcome.
Clients experience a firm that’s always on top of things. Behind that is TaxDome AI, available as an add-on, organizing every document that comes in and preparing every return that goes out.
When a client uploads files, TaxDome AI reads what came in, renames them, tags them by form type, and cross-checks them against what was requested. The preparer opens a file that’s already organized and flagged for anything still missing.
TaxDome AI prepares the delivery package: pulls in the return, attaches the invoice, and presents it so the client sees exactly what they owe and what to sign, all in one place. Reminders go out automatically until the job is closed.
When a client signs, pays, or submits the last document, TaxDome AI advances the job to the next stage automatically. The pipeline reflects what’s actually happening without anyone updating it by hand.
Log in to your portal
US – English
UK – English
Canada – English
Australia – English
Danmark – Dansk
DACH - Deutsch
France – Français
España – Español
Sverige – Svenska
Italia – Italiano
Nederland – Nederlands
Portugal – Português
Suomi – Suomi
Norge – Norsk
日本 – 日本語
Romanian – Română
40,000+ reviews. Here’s what they’re actually saying.
“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.”
Google Play
“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.”
East Coast Ginger
TaxDome iOS user
“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.”
Google Play
“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!”
Google Play
“I am 68 years old and this is the first time I have ever used tax software and it is wonderful! Very easy to use even when my printer is not working.”
App Store
“I actually enjoyed filing my taxes. It’s not a mess of emails and portals. Your phone can upload or photograph anything.”
App Store
“Love to use this app as a Client Portal who is using TaxDome as their Client Management Tools! This is SO SIMPLE, REFRESHING, and CONVENIENT compared to having to commute or setup an email.”
Google Play
“This is by far the easiest app I have used! I love the ability to just take a picture of the documents and send them. Will eliminate the need for me to keep all these papers. I am impressed so far.”
App Store
“Imagine having a tax app that you like! My tax preparer is in the loop of technology. Taxes filed on the fly, what more could you ask for. Download the app, you can thank me later.”
App Store