Free
TaxDome Client Portal
Client interactions made easy
⭐️4.9 / 5
Rating
🙌5.8K
Ratings
📼6 scs
Content
📦~ in 2 weeks
Updates frequency
🗣❌ unsupported
Your locale
- Versions+1
- Price History
- Description
- FAQ
All Versions of TaxDome Client Portal
3.2.6
July 3, 2024
- Added Qualified electronic signature (QES) support for documents' sign verification
- Fixed invoice can be paid for again while the initial payment is processing
- Bug fixes and improvements
More3.2.5
June 17, 2024
- Fixed new invoices not displayed initially
- Bug fixes and improvements
More3.2.4
May 6, 2024
- Added an ability to share images and documents to the app
- Bug fixes and improvements
More3.2.3
April 22, 2024
- Improved button design
- Refined UX in organizers and chats
- Bug fixes and improvements
More3.2.2
April 12, 2024
- Enhanced the process for requesting permission for notifications
- Introduced a toggle for notifications in the settings menu
More3.2.1
March 26, 2024
- Implemented embedding support for YouTube Shorts in chat
- Minor bug fixes and improvements
More3.2.0
March 12, 2024
- Refined the flow and design for uploading documents
- Consolidated the generation of proposals into a PDF format within the web application
- Enhanced the functionality to allow organizers to select multiple options from the dropdown menu
- Minor bug fixes and improvements
More3.1.6
February 23, 2024
- Fixed CPA Charge payments infinite loading
3.1.5
February 19, 2024
- CPACharge payments are temporarily disabled until the issue is resolved
More3.1.4
February 19, 2024
- Added new text formats support
- Minor fixes and improvements
Price History of TaxDome Client Portal
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/
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TaxDome Client Portal: FAQ
Yes, TaxDome Client Portal works on iPads.
The app was developed by TaxDome LLC.
The minimum required iOS version for the app to work is 13.0 or higher.
The rating of 4.9 out of 5 that TaxDome Client Portal has received from users is outstanding.
The Taxdome Client Portal App Relates To The Finance Genre.
The current version of TaxDome Client Portal is 3.2.6.
July 6, 2024 is the date of the latest TaxDome Client Portal update.
TaxDome Client Portal was introduced to the market on February 5, 2023.
Contains nothing objectionable, appropriate for all ages.
TaxDome Client Portal can be used in American English.
Unfortunately, TaxDome Client Portal is not on Apple Arcade.
No, TaxDome Client Portal does not allow for in-app purchases.
Sorry, TaxDome Client Portal is not specifically engineered for compatibility with Apple Vision Pro.
