TaxDome Client Portal

152 reviews

Free

Click to generate a QR code for easy access to the app on the App Store

Details about TaxDome Client Portal

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

August 15, 2019
November 30, 2024
15.6+
4+
179.63MB
iPhone, iPad, iPod
English

Features

Supports Wallet

Developer of TaxDome Client Portal

TaxDome LLC

⭐️4.9 / 5

Rating↘︎

🙌6.8K

Ratings

📦~ in 1 week

Updates frequency↘︎

📝1+ topics

Topics↘︎

📌15 available

Review highlights↘︎

🗣❌ unsupported

Your locale

🖼️Download

Icons↘︎

Reviews Summary
Versions+2
Price History
Description
FAQ

Summary of user reviews

Positive highlights

🚀

This app hasSeamless and efficient tax filing process

🔒

This app hasSecure portal for document upload and management

💼

This app hasKnowledgeable and professional tax experts

⏱️

This app hasQuick turnaround and timely tax preparation

📱

This app hasUser-friendly mobile app with convenient features

🗂️

This app hasOrganized document management and storage

💰

This app hasMaximized tax refunds and savings

🤝

This app hasExcellent customer service and communication

🧭

This app hasStep-by-step guidance and clear instructions

🔍

This app hasDetailed review of tax returns for accuracy

Negative highlights

🔍

This app hasLack of clear instructions or tutorials for first-time users

📤

This app hasDifficulty uploading documents from external sources

🔄

This app hasFrustrating login issues with Face ID and PIN

🔙

This app hasNavigational challenges when switching between sections

🖨️

This app hasInability to print or download documents directly from the app

Version History of TaxDome Client Portal

3.7.1

November 26, 2024

- Resolved bug to improve app performance

3.7.0

November 26, 2024

- Introduced chat support for end-users, providing faster and more effective assistance. - Enhanced the usability of the Requests feature with improved placement for easier access. - Added a counter to display the number of unread push notifications, so you never miss important updates. - You can now sign documents without needing to log in, making the process faster and more convenient. - Enhanced the process for printing password-protected PDF files, ensuring smooth functionality. - Fixed an issue where organizer fields were not pre-filled correctly. - Fixed an issue where the keyboard would not activate in chats, improving usability and communication. - Optimized performance and reducing unnecessary complexity.

3.6.0

November 11, 2024

- Added mobile and web localization synchronization - Enhanced feedback form to improve user experience - Optimized loading speed for directories - Various minor improvements and bug fixes

3.5.1

October 10, 2024

- Minor improvements and bug fixes

3.5.0

October 10, 2024

- Minor improvements and bug fixes

3.4.2

September 25, 2024

- Added password-protected PDFs support - Fixed sending organizers with required fields results in an error - Minor improvements and bug fixes

3.4.1

September 19, 2024

- Added partial payment for CPA Charge payment provider - Minor improvements and bug fixes

3.4.0

September 10, 2024

- Added client requests feature - Minor improvements and bug fixes

3.3.1

August 29, 2024

- Sharing feature in the app has been fixed

3.3.0

August 26, 2024

- Google Single Sign-On (SSO) support for all Google account users, including both paid Google Workspace emails and free Gmail accounts - Minor improvements and bug fixes

Description of TaxDome Client Portal

This app is for clients of firms using TaxDome to work and communicate with their accountants, tax professionals and bookkeepers. Through this secure application, you can: * Review and approve documents * Scan and upload documents * Chat securely with your accounting professional * Sign documents and engagement letters electronically * Complete questionnaires (forms) * Pay invoices and much more! If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind. Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security. For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/

Show less

TaxDome Client Portal: FAQ

Is the TaxDome Client Portal app compatible with iPads?

Yes, TaxDome Client Portal works on iPads.

Who created the app?

The app was developed by TaxDome LLC.

What’s the minimum iOS version needed for the TaxDome Client Portal app?

The minimum required iOS version for the app to work is 15.6 or higher.

How do users rate the TaxDome Client Portal app?

The rating of 4.9 out of 5 that TaxDome Client Portal has received from users is outstanding.

What category of app is TaxDome Client Portal?

The Taxdome Client Portal App Relates To The Finance Genre.

What’s the current version of the TaxDome Client Portal app?

The current version of TaxDome Client Portal is 3.7.1.

What is the update date for TaxDome Client Portal?

November 30, 2024 is the date of the latest TaxDome Client Portal update.

When was the app initially released?

TaxDome Client Portal was introduced to the market on February 5, 2023.

What is the recommended age for TaxDome Client Portal?

Contains nothing objectionable, appropriate for all ages.

What are the languages offered by the TaxDome Client Portal app?

TaxDome Client Portal can be used in English.

Is TaxDome Client Portal accessible through Apple Arcade's subscription model?

Unfortunately, TaxDome Client Portal is not on Apple Arcade.

Does TaxDome Client Portal allow for in-app purchases?

No, TaxDome Client Portal does not allow for in-app purchases.

Is TaxDome Client Portal specifically engineered for Apple Vision Pro compatibility?

Sorry, TaxDome Client Portal is not specifically engineered for compatibility with Apple Vision Pro.

Are ads featured prominently in TaxDome Client Portal?

No, ads are not featured prominently in TaxDome Client Portal.

Alternatives to TaxDome Client Portal

Amex Business Blueprint™

American Express

(8.5K)

TaxDome Client Portal vs Amex Business Blueprint™

Hurdlr Mileage, Expenses & Tax

Hurdlr, Inc.

(19K)

TaxDome Client Portal vs Hurdlr Mileage, Expenses & Tax

4.9 / 4.7Score

DealCheck: Analyze Real Estate

Fortnoff Financial LLC

(1.5K)

With Ads

TaxDome Client Portal vs DealCheck

no / yesADS

Mr. Cooper

Nationstar Mortgage Holdings Inc.

(34K)

TaxDome Client Portal vs Mr. Cooper

Northwestern Mutual

THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

(5.8K)

With Ads

TaxDome Client Portal vs Northwestern Mutual

no / yesADS

Nav Business Financial Health

Nav Technologies, Inc

(14K)

With Ads

TaxDome Client Portal vs Nav Business Financial Health

4.9 / 4.9Score

no / yesADS

DMI Software, Inc

(24K)

TaxDome Client Portal vs Your Mortgage Online

4.9 / 4.9Score

Liscio, Inc

(555)

TaxDome Client Portal vs Liscio PRO

4.9 / 4.3Score

NewRez LLC

(33K)

TaxDome Client Portal vs Newrez

Relay | Business Banking

Relay Financial Technologies Inc.

(1.6K)

TaxDome Client Portal vs Relay | Business Banking

Canopy Tax, Inc.

(10K)

TaxDome Client Portal vs Canopy Client Portal

4.9 / 4.9Score

Bluevine

Bluevine Capital Inc.

(3.3K)

TaxDome Client Portal vs Bluevine

4.9 / 4.7Score