TaxDome Client Portal

TaxDome Client Portal

Client interactions made easy

39K ratings
2490 reviews
Free

Details

  • Released
  • Updated
  • August 15, 2019
  • July 16, 2026

Features

TaxDome Client Portal screenshot #1 for iPhone
TaxDome Client Portal screenshot #2 for iPhone
TaxDome Client Portal screenshot #3 for iPhone
TaxDome Client Portal screenshot #4 for iPhone
TaxDome Client Portal screenshot #5 for iPhone
TaxDome Client Portal screenshot #6 for iPhone
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About

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

Review and approve documents
Scan and upload documents
Secure chat with accounting professional
Electronic document signing
Complete questionnaires
Pay invoices
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What users say

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+1

What's New in TaxDome Client Portal

3.31.0

July 16, 2026

Two-factor authentication improvements: SMS backup codes and a cleaner login experience. Tax Summary now shows amounts in the correct currency with accurate payment info. We also fixed crashes on startup, during signing, and in proposals.

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User reviews

Tax return

Very easy and quick to use

Easy to use

Excellent

Love

I love everything about this

RC

Great app

Owner

Excellent

Developer apps

User experience

🐞

Reported Bugs

3 issues

Login screen freezes and loops

Bug

Scanning and uploading documents fails

Bug

Compatibility issues with older devices

Bug

Requested Features

4 requests

Improve document upload and management

Feature

Enhance mobile app functionality

Feature

Provide more customization options

Feature

Expand educational resources

Feature

FAQ

What does the TaxDome Client Portal app do?

This app allows clients to securely interact with their accountants, tax professionals, and bookkeepers. You can review and approve documents, scan and upload files, chat securely, sign documents electronically, complete questionnaires, and pay invoices.

What are the key features of the TaxDome Client Portal?

Key features include secure document review and approval, document scanning and uploading, secure chat with your professional, electronic signing of documents, completing forms, and invoice payments. Tasks waiting for your action are clearly highlighted.

Is the TaxDome Client Portal app free to use?

The app itself is free for clients to download and use. The cost is associated with the accounting firm's subscription to the TaxDome platform.

What kind of security features does the app offer?

The app offers robust security measures, including FaceID and two-factor authentication (2FA) for enhanced protection of your sensitive financial information and communications.

Who is this app intended for?

This app is designed for individuals and businesses who are clients of accounting firms that utilize the TaxDome platform for their client interactions and document management.