TaxDome Client Portal 4+
Client interactions made easy
TaxDome
-
- Free
Screenshots
Description
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/
What’s New
Version 3.5.1
- Minor improvements and bug fixes
Ratings and Reviews
Accurate Express Tax Service
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!
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 preparation experience
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
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
Information
- Seller
- TaxDome LLC
- Size
- 179.5 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 13.0 or later.
- iPad
- Requires iPadOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2022 TaxDome
- Price
- Free
Supports
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Wallet
Get all of your passes, tickets, cards, and more in one place.