TaxDome Client Portal
4.7star
3.63K reviewsinfo
100K+
Downloads
PEGI 3
info
About this app
This app is for clients of firms using TaxDome to work and communicate with their accountants, tax professionals and bookkeepers.
Through this secure application, you can:
• Review and approve documents
• Scan and upload documents
• Chat securely with your accounting professional
• Sign documents and engagement letters electronically
• Complete questionnaires (forms)
• Pay invoices and much more!
If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind.
Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security.
For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/
Through this secure application, you can:
• Review and approve documents
• Scan and upload documents
• Chat securely with your accounting professional
• Sign documents and engagement letters electronically
• Complete questionnaires (forms)
• Pay invoices and much more!
If the firm you are interacting with ever needs anything from you — whether it's a request for a signature, the completion of a task or payment of an invoice — you'll find it in the "waiting for action" section. The mobile experience has been designed with your usability and user experience in mind.
Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security.
For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
Ratings and reviews
4.7
3.58K reviews
Crowndot m
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February 4, 2025
This app has made my tax prep way easier than last year! The "scan" and "upload" functions are built in seamlessly and worked flawlessly. Received an ivoice from my tax preparer and was able to pay by credit card without even having to switch to a different screen. Very happy with the TaxDome Client Portal.
26 people found this review helpful
Rob G
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April 14, 2025
Edit: Can't add any numbers. Specifically in the pay invoice section and verify with social security number after Docusigning, in the APP version. I Switched to Browser to bypass the errors. When entering the credit card or ACH info it just kept saying Error, Fields Can Not Be Blank when hitting submit, all fields full. When entering social security number after docusign to verify identity, you hit Finish and nothing happens. the Verify with social comes back up and your stuck in that loop. thx
TaxDome
April 14, 2025
Hi Rob! Thanks for your feedback 🙏 We’d love to help — could you please let us know where exactly you’re trying to enter numbers (e.g., message, organizer, invoice, etc.)? The more details you share, the faster we can sort it out! You can also email us at support@taxdome.com.
G Q
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March 31, 2025
UI could be fixed. At one point, the "checkmark" to complete on a page is so high that the phone's UI (battery and wifi network) blocked the part that can be pressed. Also, please update the app icon to be material themed. Currently it is a square inside a circle.
3 people found this review helpful
TaxDome
April 10, 2025
Thanks a lot for your feedback! 🙌 We’d love to investigate the issue with the checkmark UI — could you please send us a screenshot at success@taxdome.com so we can better understand the case?
We’re also reviewing the app icon and appreciate the suggestion!
What’s new
– Fixed an issue where opening a selected chat turned the screen grey
App support
phone
Phone number
+18338293663
About the developer
TaxDome
success@taxdome.com
30 N Gould St Ste 6468
Sheridan, WY 82801
United States
+1 315-961-2940