Client portal · TaxDome

A secure place for
documents, signatures,
and payments.

Upload sensitive files, sign forms electronically, settle invoices, and message your accountant — all from one login, encrypted end-to-end.

First time here? Activate your account.

Bank-level encryption · Multi-factor auth · SOC 2 audited

Inside the portal

Built for clients.

01

Upload

Drag and drop documents. No more emailing PDFs back and forth.

02

E-sign

IRS-compliant signatures in a single click.

03

Pay

ACH or card. Autopay available for recurring services.

04

Message

Direct line to your accountant. Nothing lost in an inbox.

05

Organizers

Tailored annual checklists. No guessing what to send.

06

Mobile

Free iOS and Android apps. Snap receipts on the go.

Getting in

First time? It is simple.

  1. Watch for our welcome email

    Sent from no-reply@taxdome.com. Check spam if it does not arrive.

  2. Set your password

    Click the activation link and enable multi-factor authentication.

  3. Bookmark the login page

    Or simply return here and click the link above.

  4. Install the mobile app (optional)

    Search "TaxDome" in your device's app store.

Go to login
Frequently asked

Good to know.

Is the portal secure?

256-bit encryption, multi-factor authentication, SOC 2 audited. Considerably safer than email.

I did not receive the welcome email.

Check your spam folder first. If it is not there, let us know and we will resend it.

Can I use the portal on my phone?

Yes — free iOS and Android apps, or any mobile browser.

I forgot my password.

Use the "Forgot Password" link on the login page. A reset email will arrive shortly.

Can my spouse or team also have access?

Yes — separate logins for each. Let us know who to add and we will set it up.

Do I have to use the portal?

No. Clients are welcome to drop off or mail documents instead.

Support

Trouble accessing the portal?

We will get you sorted quickly. Email, call, or use the form on the contact page.

Contact support