AppFramesAppsTax Builder → TaxDome Client Portal

TaxDome Client Portal

By TaxDome · Tax Builder · Free ✓ Updated 11 days ago

★★★★★
4.9/5 Rating
32,663
Ratings
1
Reviews Analyzed
188 MB
App Size

Screenshots

TaxDome Client Portal screenshotTaxDome Client Portal screenshotTaxDome Client Portal screenshot

About

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 a...

What's New (v3.26.0)

Client Requests: your progress now saves automatically when uploading documents Documents: photos from iPhone (HEIC/HEIF) convert to PDF automatically Organizers: tap a notification to open the exact intake form you need Payments: status labels are now clearer and easier to understand Fixed issues with video playback, payments sync, and document loading

Quick Facts

📱 Category: Tax Builder

👨‍💻 Developer: TaxDome

💰 Price: Free to download

Rating: 4.9/5 from 32,663 users

🏷️ Genres: Finance, Business

🔞 Age Rating: 4+

📦 Size: 188 MB

🔢 Version: 3.26.0

📲 Requires: iOS 15.6+

📅 On App Store: 6 years

🌍 Languages: 13

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