TaxDome Client Portal 4+

Client interactions made easy

TaxDome

    • 3.1 • 55 Ratings
    • Free

Screenshots

Description

TaxDome Secure Client Portal

Client interactions made easy

The easy way to communicate and share documents with your accountant.

With your TaxDome app, you can:

* Upload and scan documents
* Securely message your accountant
* Electronically sign documents & contracts
* Pay invoices
* and more!

If you have individual and business accounts, or have several businesses, the app allows you to quickly switch between them. No need to remember different passwords!

Over 600 reviews with 4.7 stars on Capterra: https://www.capterra.com/p/186749/TaxDome/reviews/

What’s New

Version 2.1.18

Minor bug fixes

Ratings and Reviews

3.1 out of 5
55 Ratings

55 Ratings

bozopriester ,

Faulty at the moment

I am trying to use the app right now on an iphone. Face ID is turned on, and it validates, but then it flips to the pin entry page, then shows the face id validation again...over and over and over, looping endlessly. I turned off Face ID in app settings and tried again. After entering the correct pin, nothing happens; I see nothing but a blank screen.

I would submit a bug, but you can only do that from within the app...which doesn't work at the moment.

tschilling ,

Could be 5 star

Everything is great however when uploading documents it should allow me to change the name of the file as I’m uploading it. I have to upload it, the screen refreshes and I have to go back to the file where I uploaded it and then change it. A lot of wasted steps.

Also a final note on the web portal or app when I end up cha going something it takes me all the way back to the Home Screen. Keep me at the sub folder where I was working at please!!!

Developer Response ,

Hi! Thank you very much for your review and your comments. At TaxDome we truly consider our users' ideas and feedback and we're constantly working on improving our existing features. For any additional comments, please reach us at success@taxdome.com

skiguy247 ,

Scan and Upload Did Not Work

Scanning seemed to work, when I went to upload the app crashed. I tried this multiple times.

I ended up using a different app to scan, and then this app to upload and that worked.

App Privacy

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

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