Securely exchange documents, sign forms, and manage payments with your accountant or tax professional. Respond to requests, review completed work, and stay connected with your firm through secure messaging and task tracking.
Reviews of TaxDome Client Portal are mostly positive: the Finance app is rated 4.9/5 from 43K 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.
3.36.0
November 4, 2026
Proposals now show when they expire, and you can set a default filter in the document scanner. Waiting-for-action counts stay in sync after switching accounts. We also fixed request submission, chat drafts, video playback, and document uploads.
More3 issues
Login screen freezes and loops
Scanning and uploading documents fails
4 requests
Improve document upload and management
Enhance mobile app functionality
TaxDome Client Portal is built for security, offering secure login with Face ID, fingerprint authentication, or two-factor authentication (2FA). It is backed by accounting-specific SOC2 Type II certification and multiple international compliance standards for data protection.
You can submit information by scanning and uploading documents, scanning receipts, and completing organizers or questionnaires directly from your phone or tablet. Business clients can also respond to bookkeeping requests and upload receipts on the go.
Yes, you can review and e-sign engagement letters, proposals, and required forms when your firm completes your taxes or other work. This is all done within a guided flow directly from the app.
You can message your accountant securely, share files within chat threads, track tasks that require your input, and receive push notifications when your firm needs action, ensuring you never miss a deadline.
You can view invoices sent by your firm, make one-time and recurring payments, and access your payment history directly within the app. This provides a convenient way to manage your financial obligations.
Yes, the app allows you to easily switch between multiple accounts when needed. This is particularly useful for couples or clients managing more than one business within the same application.
TaxDome Client Portal is supported on iPhone, iPad, and iPod devices. It is designed to provide a seamless experience across Apple's mobile ecosystem.
No, TaxDome Client Portal does not contain advertisements. It is a completely ad-free experience for users.
