TaxDome Client Portal 4+

Client interactions made easy

TaxDome

    • Free

Screenshots

Description

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/

What’s New

Version 3.11.0

- Added support for previously unsupported Stripe payments with a new webview integration
- Implemented instant notifications for documents, billing, and organizers
- Enabled Apple login support for authentication
- Separated archived chats from active ones for better organization
- Fixed an empty state UI bug on the Home screen
- Fixed an issue where fillable PDFs became unfillable in the app
- Fixed issues with organizer section titles to ensure full visibility
- Fixed auto-paste issues with 2FA codes for smoother authentication
- Various other fixes and improvements

Ratings and Reviews

4.9 out of 5
356 Ratings

356 Ratings

stefen ,

So far so good

Seems to be working so far

ShRahmani ,

Shahram

Rahmani

Valevalevale9 ,

Super !!! Simple et efficace

Très bien !!

App Privacy

The developer, TaxDome, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Wallet

    Get all of your passes, tickets, cards, and more in one place.

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