Client Portal: Sharing Documents with 3rd Parties

Share documents with anyone, even outside your TaxDome portal. All you need is the recipient’s email address.

You can add an expiration date for each email you send files to. After that date, documents won’t be available for that person to open.

Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome

Share documents with anyone, even outside your TaxDome portal. All you need is the recipient’s email address.

You can add an expiration date for each email you send files to. After that date, documents won’t be available for that person to open.

Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome