3.2.3 Safe to install
This application is designed for clients of firms that utilize TaxDome as their platform for working and communicating with their accountants, tax professionals, and bookkeepers.
With this secure app, you have the following capabilities:
- Reviewing and approving documents
- Scanning and uploading documents
- Securely chatting with your accounting professional
- Electronically signing documents and engagement letters
- Completing questionnaires (forms)
- Paying invoices and more!
If the firm you are engaged with requires any action from you, such as a signature request, task completion, or invoice payment, you will find it conveniently located in the "waiting for action" section. The mobile experience has been thoughtfully designed with your usability and user experience in mind.
Furthermore, for enhanced security, we recommend utilizing FaceID and two-factor authentication (2FA).
For more information about TaxDome, you can visit Capterra, a software review site, where you'll find over 3,000 reviews: TaxDome Reviews on Capterra.
Overview
TaxDome Client Portal is a Freeware software in the category Business developed by TaxDome.
The latest version of TaxDome Client Portal is 3.2.3, released on 05/02/2024. It was initially added to our database on 12/20/2023.
TaxDome Client Portal runs on the following operating systems: Android/iOS.
Users of TaxDome Client Portal gave it a rating of 5 out of 5 stars.
Pros
- User-friendly interface that simplifies tax document management
- Secure client portal for sharing sensitive financial information
- Automation features that streamline workflow and reduce manual tasks
- Customizable forms and templates for various tax needs
- Integrated client communication tools for better collaboration
- Time tracking and billing functionalities to manage projects effectively
- Mobile accessibility for clients to access their documents anytime, anywhere
Cons
- Can be overwhelming for users not familiar with technology
- Monthly subscription fees can add up for smaller firms
- Limited offline access, requiring internet connectivity to utilize full features
- Some users report delays in customer support response times
- Not all features may be necessary for every user, leading to potential feature bloat
Screenshots (Click to view larger)
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