TaxDome Client Portal 4+

Name: TaxDome Client Portal
Rating: 5 (8 reviews)
Author: TaxDome

TaxDome

- 5,0 • Оценок: 8

- Бесплатно

Описание

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/

17 июн. 2024 г.

Версия 3.2.5

- Fixed new invoices not displayed initially
- Bug fixes and improvements

5,0 из 5

Оценок: 8

Разработчик TaxDome указал, что в соответствии с политикой конфиденциальности приложения данные могут обрабатываться так, как описано ниже. Подробные сведения доступны в политике конфиденциальности разработчика.