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.
Summarized from real user reviews of TaxDome Client Portal. Based on 40K reviews and a 4.9/5 average, it highlights the 8 positives and 3 negatives reviewers mention most about this Finance app.
3.33.0
September 3, 2026
Added support for displaying terminal payments.
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.
