Share documents, sign forms and message us securely, from your computer or your phone.For Clients
Our client portal is powered by TaxDome, a secure platform designed to make working with your accountant simple, safe and convenient.WHY USE THE PORTAL
❋ Bank-Level Security You Can TrustYour documents and personal information are protected with advanced encryption and secure data storage, in a private environment rather than email.
❋ Simple, Mobile-Friendly CommunicationThe TaxDome mobile app lets you message us, upload documents, review files and sign forms from your phone or tablet.
❋ Everything In One PlaceYour documents, messages, signatures and requests are kept together in one account, so nothing gets lost in an inbox.
❋ Clear, Timely UpdatesSee what we need from you and get notified when something is ready for your review.
❋ Fast Approvals And E-SignaturesReview and sign documents electronically in just a few clicks. This keeps work moving and helps us complete filings on time.
❋ Help When You Need ItTrouble signing in? Call or email us and we will get you sorted out.
