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TAX PREPARATION ON THE GO

Providing clients with more flexibility while also keeping sensitive information securely stored is our top priority, especially during Tax Preparation.


The Client Portal provides a convenient way for clients to securely share documents with sensitive information, get service updates, chat in real time (during office hours), e-sign documents and pay invoices all in one place.

Thanks to the high level of security and user friendly platform, we are able to keep your information safe and available to you at all times AND provide On-The-Go (online services) via web browser or by downloading our mobile Client Portal App for iOS or Android.

Online services (and app based) are supported by TaxDome.

Client Portal powered by TaxDome.

RETURNING CLIENTS

Use the buttons below to access the client portal.
CLIENT PORTAL WEB ACCESSPlay Store (Android) - Download AppApp Store (iOS) - Download App

CLIENT PORTAL HELP CENTER

Below you will find a link to the Client Portal Help Center if you need additional assistance getting started or learning to navigate.

TAXDOME HELP CENTER

EXPERIENCE A LESS TAXING LIFE WITH MORE PROSPEROUS SOLUTIONS


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