For Clients – Log In Here
Our secure portal (SOC2 Compliant; exceeds IRS security requirements) is used for exchanging documents, emails and chats with your preparer and members of the firm.
Overview of the Client Portal (5min video)
https://client-help.taxdome.com/article/10-client-dashboard
Client Portal Mobile App Overview (3min video)
https://www.youtube.com/watch?v=klhwcnuEszk&list=PLmrhFtzIIX-QdY66Kdr4SC0TRoP8cQWpM&index=3
Client Portal Help Site by Topic
https://client-help.taxdome.com/
To upload your information go to the TAXDOME LOGIN
To learn more about our new portal and its features, watch this video.