TaxDome Client Portal

Name: TaxDome Client Portal
Rating: 4.9 (22767 reviews)
Author: TaxDome

Client interactions made easy

Free

23K Ratings
Ages

4+
Years
Category

Finance
Developer

TaxDome
Language

EN
+ 12 More
Size

204
MB

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/

Ratings & Reviews

4.9

out of 5

23K Ratings

Accurate Express Tax Service
03/09/2024

Bubbles On The GLO
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 !!!!!
Accurate Express Tax Service
03/09/2024

Bubbles On The GLO

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!
03/20/2024

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!
Excellent Tax Service Experience!
03/20/2024

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
04/23/2024

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.
CEO of Newrevelations in Christ Ministries Inc
04/23/2024

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
09/07/2024

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
Excellent tax preparation experience
09/07/2024

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