TaxDome Client Portal
iOS Universel / Finance
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 action" section. The mobile experience has been designed with your usability and user experience in mind.
Additionally, make sure to use FaceID and two-factor authentication (2FA) for additional security.
For more information on TaxDome, you can view over 3,000 reviews on software review site Capterra https://www.capterra.com/p/186749/TaxDome/reviews/
Quoi de neuf dans la dernière version ?
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
