TaxDome Client Portal
Join over 660,000 users who streamline their tax season. Securely scan documents, sign letters, and pay invoices on the go—all in one easy-to-use app designed for your peace of mind.
Publisher
Category
FinanceDownloads
666K+User Rating
Total Ratings
24K+Locales
13Discover the interface used by 666K+ users.
The tools that make this app stand out, trusted by 666K+ users.
Forget the flatbed scanner. Use your camera to securely digitize tax forms, receipts, and documents directly into your accountant's hands.
Review and sign engagement letters or tax returns in seconds using FaceID and 2FA, ensuring your sensitive data remains protected.
Stop digging through your email. Your 'Waiting for Action' list shows exactly what needs your attention, from pending invoices to required forms.
Trusted by 666K+ people who love this app.
"As a small business owner, TaxDome has been a lifesaver for managing my quarterly filings. I can scan receipts on the go and sign engagement letters in seconds without needing a printer. It makes working with my accountant feel seamless and incredibly professional."
"I love how the 'waiting for action' section keeps everything organized. No more digging through emails to see what my CPA needs from me. The FaceID login and mobile document scanning make tax season much less of a headache. Highly recommended!"
Everything you need to know about TaxDome Client Portal.
Description
Latest Version
3.23.1
Size
179.4 MB
First Released
Aug 15, 2019
Join over 666,000 users who securely scan documents, sign letters, and pay invoices on the go. Download the app today and clear your 'Waiting for Action' list in minutes.
Everything you need to know about TaxDome Client Portal
The TaxDome Client Portal app is for clients of firms using TaxDome to work and communicate securely with their accountants, tax professionals, and bookkeepers. It facilitates document management, secure chat, and invoice payments.
Yes, you can scan and upload documents directly through the TaxDome Client Portal app. This feature enables efficient submission of necessary tax or accounting papers to your firm.
Yes, the TaxDome Client Portal app includes a secure chat feature, enabling direct and confidential communication with your accounting professional. This ensures privacy for sensitive discussions.
Yes, the TaxDome Client Portal app allows you to sign documents and engagement letters electronically. Pending signature requests appear in the "waiting for action" section for easy access.
Yes, the TaxDome Client Portal app supports invoice payments. All outstanding invoices are available in the "waiting for action" section and can be paid directly within the app.
The TaxDome Client Portal app enhances security with FaceID and two-factor authentication (2FA). These features protect client data and ensure secure access to accounting services.
Yes, the TaxDome Client Portal app allows clients to complete questionnaires and forms directly. These are accessible, along with other tasks, in the "waiting for action" section.
Yes, the TaxDome Client Portal app features a "waiting for action" section. This section centralizes requests for signatures, task completion, or invoice payments from your accounting firm.
Yes, you can find over 3,000 reviews for TaxDome on the software review site Capterra. The app description provides a direct link for convenience.
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