Client management

Give every client a secure, modern way to communicate with your firm

TaxDome integrated messaging guarantees a secure environment to connect with clients directly. Chat in real time, upload or scan documents, easily request information and automatically remind them to complete your tasks.

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The fastest growing practice management platform on the planet

See how customers are raving about us on places like G2 and Capterra.

“VERY excited about the secure messaging app. I was always horrified in the past when clients emailed me sensitive info such as a new child’s SSN.”

Deva Hetrick, EA

Co-founder at Joseph & Hetrick, LLC

“TaxDome has been a huge success for us, meeting both client and employee expectations.”

Chris Farris

COO of Foundation Group (50+ staff)

“What made TaxDome stand out for me was being able to keep all client communication in one place with their built-in chat feature. It’s been a game changer for managing client requests.”

Beck L.

Owner at an accounting firm

“I love that this app has the request feature that I can use for general communication with a client throughout tax season. Also the email as tasks feature! I don’t have to search through my emails to find client stuff anymore—it makes my work life so much more streamlined.”

Brittnie E.

Enrolled agent

Silver Stevie Winner 2026, sales and customer service

Silver Stevie Winner 2026, great employers

CPA Practice Advisor Readers’ Choice Awards 2026 winner

Communicate and share documents with your clients on the go

Let your clients reach you from any device – securely

Clients can view your messages immediately in their client portal on desktop or native iOS and Android apps. Display message content in email notifications or keep it visible only in the portal, based on your preferences.

Give your clients an easy way to stay in touch with your team while on the go using our native iOS and Android mobile apps. Both firms and clients have dedicated apps for seamless communication.

Want to add visuals to your messages for clients? Attach files and videos in the chat when it’s easier to show than tell.

For even faster turnaround, use client requests to gather missing information, remove project roadblocks, and get quick responses.

Use tasks – a fast way to communicate with clients

Get faster responses and move projects automatically for happier clients

Streamline collaboration and keep projects moving forward with easy, secure chat workflows.

User-friendly to-do lists help clients keep track of what you need — no more missed requests

Secure messages can be sent manually or triggered automatically via job automations (e.g., monthly bank statement requests)

Built-in mobile scanner lets clients send high-quality, legible PDFs straight from their mobile devices

Real-time chats make communication seamless, with support for templates and shortcodes for personalized messaging

Is your firm scaling or just getting harder to run?

Many growing accounting firms don’t realize they’ve outgrown their systems until inefficiencies start eroding margins and growth becomes harder to manage. We analyzed 20 high-performing firms representing $100M+ in revenue to uncover how they reduce operational drag and scale without chaos. If your firm has 5+ employees and feels increasingly complex to run, this is your playbook.

Frequently asked questions

Are the messages I send to clients secure?

Yes. Messages exchanged with your clients through the TaxDome portal are secure. Clients can also securely chat with you on the go using the TaxDome mobile app, available for both iOS and Android.

Is it secure to share files in TaxDome?

Absolutely. Your data is stored in Amazon AWS and is backed up daily. The physical location of your data is determined by your firm’s location — for example, data for U.S. firms is stored in the U.S., and data for Canadian firms is stored in Canada.

Can I securely exchange information with clients who don’t want to log in?

Yes, you can send a link to clients to upload files without having to log in.

How will I know when a client sends a message?

You will receive notifications in your Inbox+ and your email inbox. You can customize which notifications you receive and where by adjusting your notification preferences.