TaxDome Client Portal
by TaxDome
Secure portal supported by your accounting firm.
| App Name | TaxDome Client Portal |
|---|---|
| Developer | TaxDome |
| Category | Finance |
| Download Size | 58 MB |
| Latest Version | 3.8.0 |
| Average Rating | 4.91 |
| Rating Count | 1,928 |
| Google Play | Download |
| AppBrain | Download TaxDome Client Portal Android app |
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/
Recent changes:
- Improved reply functionality with sender name display and expanded swipe area
- Chat reminders are now visible to clients
- Added clickable links in tasks
- Addressed scaling and type issues with document signatures
- Resolved app crash issue when signing in with Google
- Fixed display of irrelevant folders during uploads
- General bug fixes and stability enhancements
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/
Recent changes:
- Improved reply functionality with sender name display and expanded swipe area
- Chat reminders are now visible to clients
- Added clickable links in tasks
- Addressed scaling and type issues with document signatures
- Resolved app crash issue when signing in with Google
- Fixed display of irrelevant folders during uploads
- General bug fixes and stability enhancements
