File storage
Documents are organized into different sections — separate your own proprietary docs and spreadsheets from client files.
Everything is conveniently stored in one place, providing easy access for your entire team depending on the user rights you set.
256-bit advanced encryption standard
Unlimited Cloud-based storage space. No upselling or extra costs later on down the road for additional space.
Secure 256 bit SSL Encryption always keeps sensitive data and client information safe and sound.
All data is stored based on your country’s legal, financial, and data protection standards.
3rd party sharing
Need to forward an important document to a lawyer or financial advisor? Don’t send insecure e-mail attachments.
Securely share documents with 3rd parties and provide expiring links for added security measures.
Frequently Asked Questions
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How can I be sure that my messages with clients on TaxDome are protected?
Customer interaction with TaxDome is encrypted via Secure Socket Layer (SSL). Our SSL certificates use 256-bit encryption to protect your data. We’ve received an A grade from Qualys SSL Labs. -
Is TaxDome document storage compliant with information protection laws?
TaxDome offers the most secure client portal available on the market. We employ ten industry standards to keep your data safe and secure. -
How do you back up data?
The data is stored on Amazon AWS multiple times and on multiple servers. -
Where is my data stored?
The storage location depends on your country: If you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met. -
Can I print from tax software to document storage?
Yes, you can use any tax software for that. -
How long can I keep documents and archives?
Documents will remain stored as long as you stay with TaxDome. -
Is my database fully exportable?
Sure. There are multiple export tools. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems. -
Can I set up a folder template?
Sure, you can set up folder templates and apply them to either specific or all clients.
Don't worry,
it'll be easy.
Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.
