TaxDome Client Portal 4+

TaxDome

    • 5,0 • 1 betyg
    • Gratis

Skärmavbilder

Beskrivning

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/

Nyheter

Version 3.2.0

- Refined the flow and design for uploading documents
- Consolidated the generation of proposals into a PDF format within the web application
- Enhanced the functionality to allow organizers to select multiple options from the dropdown menu
- Minor bug fixes and improvements

Betyg och recensioner

5,0 av 5
1 betyg

1 betyg

Appintegritet

Utvecklaren TaxDome har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.

Data samlas inte in

Utvecklaren samlar inte in några data från den här appen.

Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer

Support

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