TaxDome is a new solution that helps ease the communication between us and enhance your tax-preparation and accounting experience. Here’s why we use it:
It offers a great client portal that is intuitive and user-friendly even to those who aren’t tech-savvy.
You can e-sign the documents we prepare for you, pay bills, complete tax organizers, and sign engagement letters all in one place—and from home.
We won’t ask you to send sensitive information via e-mail. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real-time.
Because TaxDome uses smart notifications, to-dos, and reminders, you’ll always know what we need from you.
The client portal is mobile-friendly, so you can access it anytime, anywhere!
How to Start
Step 1. A Quick and Easy Activation Process
Open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.
That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.
Step 2. Check out Your To-Dos
The first page you see is your dashboard with notifications about important updates, such as unpaid bills, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
Step 3. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to easily go wherever you need to on your portal.
Documents is where you upload your documents, e-sign, and download whatever we’ve prepared for you.
Messages is where you can ask us any questions or respond to any of our requests.
Organizers is where you fill out any necessary questionnaires needed for us to prepare your documents.
Contracts is where you e-sign custom engagement letters that are used to define the scope of engagement between us.
Bills and Payments is where you pay bills for our services and review payments.
Settings is where you add additional users to your account if needed.
Need More Help?
Not sure you fully understand how all of it works right off the bat? Check out these help options:
Visit the client help area that gives detailed instructions on how to pay bills, make prepayments, sign documents, and so on.