Client portal software for accountants for an impeccable client experience - TaxDome
Client portal and mobile app your clients will love
Exchange documents, collect e-signatures, issue invoices, and communicate with your clients via an intuitive, custom-branded accounting client portal software and mobile app.
Client portal focused on client experience
We make it our mission to make the client experience easy and intuitive, one in which your clients can access everything in one unified hub for all interactions with your firm.
From completing e-signatures to secure messaging to accepting proposals and more, the intuitive interface and convenient dashboard ensures your clients stay in the loop and easily access what you need them to action.
One portal, all touchpoints of your firm
Within the context of a job, your firm may want clients to complete an intake form, upload, approve or e-sign documents and engagement letters, communicate securely, and most importantly, make payment. Your clients can do it all in your custom-branded, white-labeled TaxDome portal.
1.2M+
Jobs completed, 2024
400k+
Documents e-signed
300k+
Proposals and engagement letters signed
$500M+
Invoices paid
Insights from real accounting firms
From onboarding to support, see how better client interactions drive growth, and how to apply the same tactics. Get inspired by client-first strategies that deliver consistency, reduce friction, and build loyalty.
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The first client portal your clients actually want to use
Not all client portals are made equal
A white-labeled client portal, secure and easy-to-use. Customize your firm’s URL, login page and personalize automated system emails.
With a user-friendly to-do list and automated reminders, your clients will provide the information you need.
Create forms and organizers that clients actually enjoy completing. Intuitive and easy-to-use, on desktop or mobile.
Keep your team and client data protected via two-factor and biometric authentication.
Streamlined document management
Unlimited secure document storage included.
Your clients can access your workspace from anywhere and upload, approve and e-sign documents in your white-labeled portal.
Using the mobile app, your clients can use the built-in scanner to ensure you have high-quality PDF source documents.
A complete, connected communications ecosystem
Speak your clients’ language, flexibly
Use the right communication tool for every occasion.
SMS
Ensure your messages are seen quickly: send reminders, notifications, and follow-ups right inside TaxDome.
Share in-depth, long-form information such as newsletters and major updates.
Chats
Securely share sensitive information: send documents and communicate in real-time via chat, backed up daily to the cloud.
Is your firm scaling or just getting harder to run?
Many growing accounting firms don’t realize they’ve outgrown their systems until inefficiencies start eroding margins and growth becomes harder to manage. We analyzed 20 high-performing firms representing $100M+ in revenue to uncover how they reduce operational drag and scale without chaos. If your firm has 5+ employees and feels increasingly complex to run, this is your playbook.
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Frequently asked questions
What’s a tax and accounting client portal?
The portal is intuitive and super easy to use, even for people who aren’t tech-savvy. Clients will see a to-do list with tasks you want them to complete. They click on each task to do it — whether it’s filling out an organizer or signing a document.
We provide loads of help guides and videos, but, of course, we cannot provide support for them as we do with you.
How will my clients register on the portal?
Once you’ve imported your client base to your TaxDome account, you send them an invitation link. Using the link, clients create a password and log in.
How can I communicate with clients through the portal?
TaxDome has email and message threads. When you sync your business or personal email to TaxDome, email from clients goes to their individual accounts, so that you won’t need to sort through them manually to find one. To share sensitive data, we suggest using our secure message threads which are fully mobile-friendly, and also send push notifications to your clients’ smartphones.
Can a married couple have mutual access to an account?
Yes, every account can have more than one person with their own login and access.