TaxDome Client Portal

4.7
3.78K reviews
100K+
Downloads
Content rating
Everyone
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About this 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/
Updated on
Aug 6, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Device or other IDs
This app may collect these data types
Personal info, Messages and 4 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

4.7
3.73K reviews
Brooke Haydon McLain
May 23, 2025
Even after deleting the app and re-installing it, the login page says my password has expired - even though it still works perfectly on the website login. There is no way to currently reset your account password because the app redirects you to a web page that goes completely blank after typing in your email and clicking the 'reset password' button. APP DEVS, PLEASE FIX THIS ISSUE ASAP!
4 people found this review helpful
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Renee Tobe
June 16, 2025
Great App has made working with our accountant so much easier! love all the little extras that saves me from having to go to the office! Highly recommend!
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Tim Finley
June 11, 2025
Amazing group to work with. They explain everything in easy to understand terms. Made our experience enjoyable. Very happy with the foundation team.
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What’s new

– Added Pricing Package selection flow
– Moved the Folders tab to the first position for easier access
– Added JPG to PDF conversion in documents
– Improved reminders behavior and notifications
– Added tasks counter to the Chats tab
– Various UI fixes and stability improvements in uploads, billing, and login