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Secure Messages:
Fast Way to Share
Sensitive Data

Incorporated into your workflow, messages help you request data, quickly reach out to clients and automatically remind them to accomplish your tasks.

  • Our clients love the portal. And we love the messages feature where you can send direct messages to the client.

    Kristin Gravitt

    Partner at Fox Gravitt, PLLC

  • VERY excited about the secure messaging. I was always horrified in the past when clients emailed me sensitive info like a new child’s SSN.

    Deva Hetrick, EA

    Co-founder of Joseph & Hetrick, LLC

Secure and IRS-compliant

Fully compliant with IRS recommendations, secure messages are a secure, mobile-friendly alternative to emails and SMS which lack the data protection your clients require.

Integrated with
Documents & CRM

Easy to use like Whatsapp, but with built in mobile scanner & integrated with your CRM. All communication with your clients is one place, including documents your clients attach. No more «download this document and upload to that folder» — everything is automated.

Incorporated
into your workflow

Secure messages can be sent manually or automatically through Job automations. Use case: monthly message (with task list) to provide bank statements for bookkeeping purposes.

Job automations can send timely messages to request information.

Client tasks

Help your clients share information with you faster. With a user-friendly to-do list, your clients will never forget what you need from them.

Read receipts help you see if your message was read, and automatic reminders do the follow-up work for you.

client-tasks

Integrated
with mobile scanner

No more illegible pictures: your clients can easily scan and share high-resolution collated PDFs directly from their mobile phone.

Unlimited, 1:1
white-glove support

Unlimited phone and chat support and one-on-one onboarding sessions with screen‑sharing — at no extra cost.

TaxDome is the best project management system with free support and training sessions

Frequently Asked Questions

  • Are messages that I send to clients secure?

    Yes, messages you exchange with your clients in the TaxDome portal are secure. Plus, your clients can also securely chat with you on the go from their mobile device on the TaxDome app. Mobile apps available for both iOSAndroid
  • Is it secure to share files within 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, U.S. firm data is stored in the U.S, and Canadian firm data is stored in Canada.
  • Is there a way to securely exchange info with clients who do not want to log in?

    Yes — you can send a link to clients to upload files without having to log in.
  • When a client sends a message, how will I know?

    You can receive notifications in your Inbox+ and your email inbox. You can toggle which notifications you want to receive and where in your Notification Preferences.