Client Portal

Secure Client Portal Access

Access your tax documents, upload files, make payments, and get help with our secure TaxDome client portal platform.

Access Your Portal

Log in to your secure client portal to view documents, upload files, make payments, and communicate with our team.

LOGIN TO PORTAL

Need Help?

Get comprehensive help with using your client portal, including tutorials, FAQs, and step-by-step guides.

GET HELP

TAXDOME FEATURES

We use TaxDome, one of the best client portal platforms on the market, to provide you with a seamless, secure experience for all your tax and accounting needs.

Bank-Level Security

Your sensitive financial information is protected with enterprise-grade encryption and multi-factor authentication.

Easy Document Upload

Securely upload tax documents, receipts, and other files directly to your CPA team with drag-and-drop simplicity.

Online Payments

Pay invoices securely online with automatic payment options and detailed payment history tracking.

Direct Messaging

Communicate directly with your CPA team through secure messaging with automatic notifications and file sharing.

Mobile Access

Access your portal anytime, anywhere with the mobile-optimized interface and dedicated TaxDome mobile app.

Smart Notifications

Stay informed with automated notifications for document requests, completed returns, and important deadlines.

Need Assistance with Your Client Portal?Need Portal Help?

Our team is ready to help you navigate your client portal and answer any questions about your tax and accounting services.Our team is ready to help with any portal questions.

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