Client Portal Frequently Asked Questions

TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:

• Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
• Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign proposals without going to multiple websites all from the comfort of your mobile phone or computer
• Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
• If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
• The client portal is mobile friendly, so you can access it anytime, anywhere!

Yes! The client portal is easy to use on your computer for phone. 

Fill out this form and you will receive an invitation email within 24 hours.

No! You are welcome to drop off your paper documents at our office. We also offer in-person meetings to sign tax returns and review results.