TaxDome uses bank-level, end-to-end encryption to protect your documents.

Role-based access controls ensure that only authorized users can view or manage documents. Every file sharing or editing action is recorded in a detailed audit trail, keeping your firm compliant and your clients’ data safe.

Yes, you can share documents with third-parties, such as your lawyers, without having them to log into TaxDome – enjoy flexibility without compromising secure file sharing practices.

Absolutely. You can lock specific documents to remain inaccessible until an invoice is paid. This ensures sensitive work is only released once payment is received, helping protect your revenue and giving full control over your file sharing.

TaxDome integrates with a range of tools that accountants use daily: QuickBooks Online, Zapier, Gmail/Outlook, tax programs (Drake, TaxSlayer, and other), payment providers (Stripe, CPACharge, and more), schedulers (Calendly, YouCanBookMe, and other), and many other tools. 

These integrations automate tasks and streamline accounting file sharing workflows.

Audit logs in TaxDome provide a detailed, time-stamped record of all file actions, such as uploads, downloads, edits, and shares. 

This transparency supports compliance with regulations like SOC 2 and IRS standards, making it easy to prove who accessed what and when during an audit.