The TaxDome Client Portal is your accounting firm’s secure client portal, giving you one place to access requests, exchange documents, stay connected, securely sign documents, and complete payments with your accountant or tax professional from anywhere.
Use the app to see what’s waiting for you, submit information, review work, sign forms, and manage payments, all in one guided, secure experience.
What you can do using TaxDome as your secure accounting client portal
NOTE: Your accountant and/or bookkeeper must sign up for TaxDome before you can work with them through the TaxDome Client Portal
SUBMIT INFORMATION TO YOUR FIRM
Respond to requests from your accounting firm by scanning and uploading documents, scanning receipts, and completing organizers or questionnaires directly from your phone or tablet.
Business clients can also respond to bookkeeping requests and upload receipts on the go.
ACCEPT SERVICES & ENGAGEMENTS
Review and e-sign engagement letters or proposals when your firm begins new work or offers additional services.
REVIEW, APPROVE & SIGN WORK
When your firm completes your taxes or other work, review the documents, approve the work, sign required forms, and pay your invoice in one guided flow, all from the app.
STAY CONNECTED WITH YOUR FIRM
Message your accountant securely, share files within chat threads, track tasks that require your input, and receive push notifications when your firm needs action, so you never miss a deadline.
MANAGE INVOICES & PAYMENTS
View invoices sent by your firm, make one-time and recurring payments, and access your payment history.
MANAGE MULTIPLE ACCOUNTS
Easily switch between multiple accounts when needed. For example, couples or clients managing more than one business all within the same app.
BUILT FOR SECURITY AND EASE OF USE
Protect your information with secure login using Face ID, fingerprint authentication, or two-factor authentication (2FA), depending on your device. Your data stays protected while you interact with your firm from anywhere. Backed by accounting-specific SOC2 Type II certification and multiple internationally recognized compliance standards for data protection and secure best practices.
I recently utilized the tax services provided by Chris Lamb with Class Advisors and I couldn't be more satisfied with the experience. From start to finish, the process was seamless and efficient. The staff members were knowledgeable, courteous, and went above and beyond to ensure that all of my tax-related needs were met.One aspect that particularly impressed me was their attention to detail. They carefully reviewed my documents, answered all of my questions, and provided valuable insights to optimize my tax situation. Additionally, the turnaround time was incredibly quick, saving me both time and stress during tax season.Overall, I highly recommend Class Advisors for anyone seeking reliable and professional tax assistance. Their expertise, professionalism, and dedication to customer satisfaction truly set them apart. I will definitely be returning next year and will continue to recommend their services to family and friends. Thank you, Chris Lamb and your team for your outstanding service!
CEO of Newrevelations in Christ Ministries Inc
RevDav
Wow! Just when I thought I was happy with my chosen CPA Troy Emery and his team know how to make you even more happy!Let me explain. A few years ago after my CPA went back to India and ceased to do my taxes. My wife and I were frantic because we have a complex set of taxes. No worries. My wife located a local CPA group called Troy Emery and Associates we decided, out of desperation, to give them a try. We were so please and happy with their work and how they were to reduce our tax liability and this was at a time that we were faced the dreaded capital gains tax. Fast forward April 2023. This year we are happier!!! We are receiving a refund from both Federal and State. If you are looking for a confident and competent professional look no further, I highly recommend, Troy Emory and Associates. Troy is all business, he even answers the telephone, and knows what to do to get the best results for their clients.
Excellent tax preparation experience
Smilegoo
While it seems a strange title… it is a true statement. I have never experienced a more kind, considerate, personalized, efficient and professional tax preparation team and company. They are fast, and thorough with any questions I had that I needed explanations and meticulous with their processes. Using their client portal was so easy and it’s user friendly! This is a team of tax preparers that care deeply about the quality of the services they offer. I always felt that they were available for my questions but also they made the tax process as easy as it could be for my needs. It was my first year working with them and I am so grateful for the value they bring to this not-so-fun but necessary annual event! They have prepared my taxes at a very affordable cost and I feel confident that I am in good hands. And.. I will definitely work with them next year. Thank you!! Kathryn Shulman
Good experience
RockyMtnMinnie
Update 2026: 2nd year using this app. Still a good experience considering doing taxes is something that most people don’t enjoy. 2025: This year is our first time uploading documents for tax prep purposes. As with anything new, there was a bit of a learning curve. I was pleasantly surprised at how easy the upload process was. The only thing I didn’t like was having to delete all the automatically generated document/file names and rename them individually. It would have been much more user friendly to be able to specify the document name as part of the upload process. Maybe there is a way to do that, but it was not intuitive. Still, I am very happy with my tax prepares choice to use this app.
Payment history now shows your card details. Billing, documents, and proposals are more reliable, including EU account activation.
Version 3.35.0
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More