TaxDome Client Portal

Secure portal supported by your accounting firm.

TaxDome Client Portal

App stats

By: TaxDome
Version: 3.7.2 (Last updated: 2024-11-28)
Creation date: 2019-08-15
Permissions
Photos/Media/Files: read the contents of your USB storage, modify or delete the contents of your USB storage
Storage: read the contents of your USB storage, modify or delete the contents of your USB storage
Camera: take pictures and videos
Microphone: record audio
Other:
  • receive data from Internet
  • view network connections
  • full network access
  • run at startup
  • reorder running apps
  • control vibration
  • prevent device from sleeping

Ranking

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App summary

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/

User reviews

These summaries are automatically generated weekly using AI based on recent user reviews. Google Play Store does not verify user reviews, so some user reviews may be inaccurate, spammy, or outdated.
Pros
  • User-friendly interface
  • Centralized document storage and payment options
  • Efficient communication with accounting firms
  • Good document scanning feature
  • Responsive and improving software development
Cons
  • Issues with account creation and password recovery
  • Difficulty in switching between multiple accounts
  • Limited options for providing context or comments on uploaded documents
  • Challenges with freehand signature control
Most mentioned
  • Easy to use
  • Convenience of having everything in one place
  • Good security for document storage
  • Effective for communication and billing
User reviews
Easy and convenient 👌
by Pierson Galicinao, 2024-11-20

Very easy to use and love having everything in one place
by David Silvasadder, 2024-11-08

I'm a customer of an accounting firm who uses the app for all communication, document storage, and billing. It's simple, easy, and thorough.
by Aaron Laverty, 2024-10-07
View all user reviews

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