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.
Reviews of TaxDome Client Portal are mostly positive: the Finance app is rated 4.9/5 from 41K App Store ratings. What users like most: easy to navigate, convenient and efficient. Top complaints: occasional technical issues, difficulty with certain features. Summarized from real user reviews.
3.35.0
October 5, 2026
Payment history now shows your card details. Billing, documents, and proposals are more reliable, including EU account activation.
3 issues
Login screen freezes and loops
Scanning and uploading documents fails
4 requests
Improve document upload and management
Enhance mobile app functionality
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.
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.
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.
The app offers robust security measures, including FaceID and two-factor authentication (2FA) for enhanced protection of your sensitive financial information and communications.
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.
