Your Secure Client Portal
Everything you need to collaborate with your CPA — upload documents, sign forms, access your tax returns, send messages, and pay invoices — all in one secure place.
Everything You Need in One Secure Place
The TaxDome client portal replaces scattered emails and paper documents with a single, organized hub for all your CPA interactions.
Securely Upload Documents
Share tax documents, receipts, and financial records directly through the portal — no email attachments needed. Files are encrypted in transit and at rest.
Sign Forms Electronically
Review and e-sign engagement letters, tax returns, and authorization forms from any device. Legally binding and fully compliant.
Access Your Tax Returns
Retrieve current and prior-year tax returns, financial statements, and other completed documents anytime — available 24/7 from your secure vault.
Message Your CPA Directly
Send and receive messages through a secure, threaded inbox. Keep all your CPA communications in one organized place — no more searching through email.
Make Payments Online
Pay invoices quickly and securely through the portal. View your billing history and download receipts whenever you need them.
Works on Any Device
Access the portal from your desktop, tablet, or phone. The TaxDome mobile app is available on iOS and Android for on-the-go convenience.
Up and Running in Minutes
Receive Your Invitation
Once you become a client, we send you a secure invitation email from TaxDome with your login credentials.
Create Your Account
Click the link in your invitation, set a password, and you're in. The whole process takes under two minutes.
Start Collaborating
Upload documents, sign forms, send messages, and make payments — all from one secure, organized dashboard.
Not a client yet?
Schedule a free 30-minute consultation to get started. Portal access is included for all clients.
Portal FAQ
Ready to Log In?
Access your documents, sign forms, and message your CPA — securely, from anywhere.