Hello, We are pleased to introduce our
NEW CUSTOMER PORTAL
This portal is a safe and secure hub where clients can share important documents, get up-to-date information on deadlines, ask questions in real time and pay for our services all in one place. From now on, you can access your account details at any time.
If you need additional information on the program, don’t hesitate to contact us or visit TaxDome Client Knowledge Base.
The following is a brief overview of how to get started:
Step 1. View To-Dos
The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
Step 2. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to go wherever you need to on your portal quickly.
Documents [is where you upload your documents, e-sign, and download whatever we’ve prepared for you]
Messages [is where you can ask us any questions or respond to any of our requests]
Organizers [is where you fill out any necessary questionnaires needed for us to prepare your documents]
Contracts [is where you e-sign custom engagement letters, used to define the scope of engagement between us]
Invoices [is where you pay invoices for our services and review payments]
Settings [is where you add additional users to your account if needed.]
Need More Help?
Not sure you fully understand how all of it works right off the bat? Check out these help options:
Visit the client help area that gives detailed instructions on how to pay invoices, make prepayments, sign documents, and so on.
View the TaxDome Client Academy videos on YouTube to get even more info on using the client portal.
Thank you, for being interested in our services!
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