#Client portal

How to start using TaxDome as a Client

January 3, 2023

Run your entire firm on one platform

Replace scattered tools with one system for accounting firms. Trusted by 15,000+ firms and 3M+ clients.
Request demo

The client portal allows you to securely communicate with your accountant, exchange documents, pay bills, and more.
In this video, you will learn how to activate your account and what are the main sections of your portal.

To find out more, visit our Help Center: https://client-help.taxdome.com/category/4-getting-started

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

Recommended videos

TaxDome Academy – Using job templates to turn on client-facing statuses for newly created jobs
1.7 min

TaxDome Academy – Using job templates to turn on client-facing statuses for newly created jobs

TaxDome Academy – Customizing client-facing statuses
1.7 min

TaxDome Academy – Customizing client-facing statuses

TaxDome Academy – Setting up client-facing job statuses
2.7 min

TaxDome Academy – Setting up client-facing job statuses

See TaxDome in action
with a free demo
If the form doesn't load, please call us at +1-833-TAX-DOME or email [email protected] — we'll help you schedule a meeting.