Every effective communication strategy starts with one important thing: making sure your clients can easily contact you and find out who you are. TaxDome provides an easy way to stay in touch through a client portal and mobile app.

The TaxDome Client Portal provides an easy way for clients to keep in touch with your firm, submit requested documents, pay for services, e-sign documents, and more.

The TaxDome mobile app extends the same functionality to mobile devices. It allows your clients to scan and upload documents, sign and approve files, fill out organizers, pay bills securely, and send secure messages. The video below provides details on what your clients can expect from their portal.

To help your clients get familiar with the new portal, share with them this PDF checklist that provides basic steps for using the portal and app

To make sure your clients can see all your relevant information and contact you, make sure to add your essential business details before inviting your clients. These include:

• Firm logo
• Address
• Phone number
• Email
• Website

Please wait, PDF processing

  

  

\

4

  

If you need more details, feel free to check out our Setting up your TaxDome Account course for further guidance.