# TaxDome Client Portal — Safe accounting client portal > Client portal for secure communication and document management with accounting professionals. (iPhone/iPad app by TaxDome.) - Source: https://appshunter.io/ios/app/taxdome-client-portal/id1472202357 (this page in markdown: same URL + `.md`) - Developer: [TaxDome](https://appshunter.io/developer/1472202356) - Category: Finance, Business - Price: Free - Rating: 4.90/5 from 39,472 App Store ratings · 2,646 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 199 MB - Languages: American English, Danish, Dutch, Finnish, French (France), German (Germany), Italian, Japanese, Norwegian Bokmål, Brazilian Portuguese and 3 more - Released: 2019-08-15 - Data updated: 2026-08-29 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/taxdome-client-portal/id1472202357/reviews.md ## What is TaxDome Client Portal? The TaxDome Client Portal is your accounting firm’s secure client portal, giving you one place to access requests, exchange documents, stay connected, securely sign documents, and complete payments with your accountant or tax professional from anywhere. Use the app to see what’s waiting for you, submit information, review work, sign forms, and manage payments, all in one guided, secure experience. What you can do using TaxDome as your secure accounting client portal NOTE: Your accountant and/or bookkeeper must sign up for TaxDome before you can work with them through the TaxDome Client Portal SUBMIT INFORMATION TO YOUR FIRM Respond to requests from your accounting firm 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. ACCEPT SERVICES & ENGAGEMENTS Review and e-sign engagement letters or proposals when your firm begins new work or offers additional services. REVIEW, APPROVE & SIGN WORK When your firm completes your taxes or other work, review the documents, approve the work, sign required forms, and pay your invoice in one guided flow, all from the app. STAY CONNECTED WITH YOUR FIRM Message your accountant securely, share files within chat threads, track tasks that require your input, and receive push notifications when your firm needs action, so you never miss a deadline. MANAGE INVOICES & PAYMENTS View invoices sent by your firm, make one-time and recurring payments, and access your payment history. MANAGE MULTIPLE ACCOUNTS Easily switch between multiple accounts when needed. For example, couples or clients managing more than one business all within the same app. BUILT FOR SECURITY AND EASE OF USE Protect your information with secure login using Face ID, fingerprint authentication, or two-factor authentication (2FA), depending on your device. Your data stays protected while you interact with your firm from anywhere. Backed by accounting-specific SOC2 Type II certification and multiple internationally recognized compliance standards for data protection and secure best practices. ## Key features - Review and approve documents - Scan and upload documents - Secure chat with accounting professional - Electronic document signing - Complete questionnaires - Pay invoices ## What do users think of TaxDome Client Portal? Overall sentiment: positive **Pros** - 👍 Easy to navigate - 🚀 Convenient and efficient - 🔒 Secure and private - 💡 Helpful and informative - 👍 User-friendly interface - 🚀 Quick and speedy - 👍 Straightforward and simple - 👍 Organized and well-structured **Cons** - 🐛 Occasional technical issues - 🐛 Difficulty with certain features - 🐛 Inconsistent performance **Commonly reported bugs** - Login screen freezes and loops - Scanning and uploading documents fails - Compatibility issues with older devices **Most requested features** - Improve document upload and management - Enhance mobile app functionality - Provide more customization options - Expand educational resources ## Recent user reviews (10 of 2,646) All indexed reviews: https://appshunter.io/ios/app/taxdome-client-portal/id1472202357/reviews.md ### 5/5 — Tax Portal *2026-08-25, version 3.31.0* Awesome! I am technically challenged, however this portal/ app has been a dream! Thank you! ### 5/5 — Excellent *2026-08-25, version 3.31.0* They are hard worker nice and great job ### 5/5 — Best *2026-08-25, version 3.31.0* Best company ### 5/5 — Rhodes Family Management LLC *2026-08-25, version 3.31.0* Good ### 5/5 — Great app!! *2026-08-24, version 3.31.0* Very user friendly. Easy to set up and use. ### 5/5 — Staff *2026-08-24, version 3.31.0* We love everyone at your office. Thank you so much ### 5/5 — Amazing service! *2026-08-24, version 3.31.0* I can’t put I to words how grateful we are to have Phil taking care of us!! ### 5/5 — Wonderful *2026-08-24, version 3.31.0* Fast ### 5/5 — Great app *2026-08-24, version 3.31.0* Great app ### 5/5 — Good app *2026-08-23, version 3.31.0* Very easily navigated ## Frequently asked questions about TaxDome Client Portal ### 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. ## Version history (last 5 releases) ### 3.31.0 — 2026-07-16 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. ### 3.30.0 — 2026-06-29 Apple Pay is now available for TaxDome Payments. We also fixed an issue that could log you out unexpectedly. ### 3.29.1 — 2026-05-20 Fixed issues with login session handling, document review completion, and proposal calculations. ### 3.29.0 — 2026-05-06 New: download tax vouchers from Tax Summary. Also fixed PDF viewer crashes, payment redirect issues, and other stability improvements. ### 3.28.2 — 2026-04-23 Fixed an issue with document signing. ## Apps similar to TaxDome Client Portal | App | Rating | Price | Category | | --- | --- | --- | --- | | [SimplyWise: Receipts, Expenses](https://appshunter.io/ios/app/simplywise-receipts-expenses/id1538521095) | 4.9 (36,874) | Free | Finance | | [Amex Business Blueprint™](https://appshunter.io/ios/app/amex-business-blueprint/id681998448) | 4.8 (8,526) | Free | Finance | | [Northwestern Mutual](https://appshunter.io/ios/app/northwestern-mutual/id1132579006) | 4.8 (11,140) | Free | Finance | | [ERGO NEXT Insurance](https://appshunter.io/ios/app/ergo-next-insurance/id1580721755) | 4.9 (10,408) | Free | Finance | | [Canopy Client Portal](https://appshunter.io/ios/app/canopy-client-portal/id1477121348) | 4.9 (23,471) | Free | Finance | | [MileIQ: Mileage Tracker & Log](https://appshunter.io/ios/app/mileiq-mileage-tracker-and-log/id578830929) | 4.8 (111,231) | Free | Finance | ## More apps by TaxDome - [TaxDome](https://appshunter.io/ios/app/taxdome/id1571125699) - [Aspyr Professional Group](https://appshunter.io/ios/app/aspyr-professional-group/id6751341894) - [C & V Income Tax Services](https://appshunter.io/ios/app/c-and-v-income-tax-services/id6756005900) - [BAC CPA](https://appshunter.io/ios/app/bac-cpa/id6784237760) All apps by TaxDome: https://appshunter.io/developer/1472202356 ## Related topics [taxdome client portal](https://appshunter.io/ios/topics/taxdome-client-portal) · [taxdome](https://appshunter.io/ios/topics/taxdome) · [taxdomeclient](https://appshunter.io/ios/topics/taxdomeclient) · [taxdome portal](https://appshunter.io/ios/topics/taxdome-portal) · [ethicfin accounting software](https://appshunter.io/ios/topics/ethicfin-accounting-software) · [concurrent client access](https://appshunter.io/ios/topics/concurrent-client-access) · [helrom client hub](https://appshunter.io/ios/topics/helrom-client-hub) · [logics client portal](https://appshunter.io/ios/topics/logics-client-portal) · [taxdome firm](https://appshunter.io/ios/topics/taxdome-firm) · [accounting client portal](https://appshunter.io/ios/topics/accounting-client-portal) · [bezala](https://appshunter.io/ios/topics/bezala) · [docklands accountants](https://appshunter.io/ios/topics/docklands-accountants) · [canopy client portal](https://appshunter.io/ios/topics/canopy-client-portal) · [gfp portal](https://appshunter.io/ios/topics/gfp-portal) · [qeyam](https://appshunter.io/ios/topics/qeyam) · [qount client portal](https://appshunter.io/ios/topics/qount-client-portal) · [wpga portal](https://appshunter.io/ios/topics/wpga-portal) · [consulapp contigo](https://appshunter.io/ios/topics/consulapp-contigo) · [portal del cliente](https://appshunter.io/ios/topics/portal-del-cliente) · [cpa portal](https://appshunter.io/ios/topics/cpa-portal) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-29.*