Our secure client portal allows you to:
• Upload tax documents safely
• Review and electronically sign engagement letters and forms
• Receive copies of completed tax returns
• Send and receive secure messages
• Pay invoices online
• Track the status of your tax return or project
For your protection, we do not accept tax documents by regular email.
You can access your client portal from your smartphone or tablet using the TaxDome mobile app.
This makes it easy to:
• Upload photos of documents using your phone’s camera
• Receive notifications when action is needed
• Message our office securely
• Review and sign documents from anywhere
Download the TaxDome app:
📱 Apple App Store
https://apps.apple.com/us/app/taxdome-client-portal/id1472202357
🤖 Google Play Store
https://play.google.com/store/apps/details?id=com.taxdome
Once installed, log in using the same email and password you use for the web portal.
Click the “Access your secure portal” link above.
Enter your email address and password.
Upload your documents and follow the on-screen instructions.
If you do not yet have portal access, please contact our office and we will send you an invitation.
Your information is protected using bank-level encryption and secure login technology.
This portal is designed to protect your personal and financial data and ensure confidential communication.
TaxDome has a full Client Help Center with step-by-step guides on signing in, uploading documents, paying invoices, signing forms, and more:
https://client-help.taxdome.com/
Your portal also includes Client Care support — accessible from inside TaxDome — where you can search topics or contact TaxDome support for help with navigating the platform.