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.
When they say Accurate Express baby they Name hold Weight ! Very Accurate & Very Express … Ms. Toni Jones is an Amazing tax preparer she does not hesitate when it comes to handling business. My overall experience with working with her lifted any worries, frustration, and concerns dealing with other tax preparers they have you calling all over the world looking for them , but Toni’s communication throughout my whole process was very professional, productive, and positive! Easy processing with the client portal when it comes to uploading any documents especially with the scan documents versus taking a picture and have blur . I scanned my all my documents at one time and uploaded them all in one setting! Black-Owned Business for the win I appreciate these ladies Crystal you also I just wanna say thank you for the experience and the opportunity to do business with you all , I will continue my tax journey with these ladies ! Aww not to mention I got 2 free bundles of hair last year!!! Accurate Express also offers real cash advance’s !! In December the had a special going Called December Dollars I believe if you needed extra funds for them kids & bills they was go get you right !! Lol! But again overall come file your taxes with Accurate Tax Express , don’t Play with the Rest THEY THE BEST !!!!!
Excellent Tax Service Experience!
Baubsubsinibsuvsib
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
New: download tax vouchers from Tax Summary. Also fixed PDF viewer crashes, payment redirect issues, and other stability improvements.
Version 3.29.0
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
