Client Dashboard

Once you are logged into TaxDome, you will see your Client Dashboard. It displays everything that currently requires your attention, such as payments, credits available, information requests, and documents. You can also find your firm’s/preparer’s contact information here.

From here, you can:

Get in Touch with your Accountant

Are you looking for your firm's street address or phone number? Firm contact details are always available on your Client Dashboard.

Quickly Pay Your Bills

If you have bills due, the Outstanding Balance is displayed on your Client Dashboard. You can make a payment directly from the Client Dashboard.

  1. Click on the MAKE PAYMENT button.
  2. Enter your personal details and your card information, then proceed with the payment.

Note that payments are made through a secure credit card processing service. We will not store any of your payment or card information.

View Messages

If you have pending messages, you can view them directly from your Client Dashboard by clicking on their title.

Click on the See All Messages link to access the Messages tab.

View Documents

You can see recent documents that have been uploaded by you or by your accountant(s) in the Recently Added Documents section of the Client Dashboard.

Some documents have icons next to their names:

  • Blue pencil icon. The document's signature is pending.
  • Green check mark icon. The document is already signed by you. 
  • Grey lock icon. The document is locked and pending payment. You cannot view and download a locked document until the required payment has been made.

To gain access to a locked file:

  1. Click on the document's name.
  2. Review the billing information and click SUBMIT.
  3. Enter your personal details and your card information, then proceed with the payment.
  4. Once the payment has been made, the document will be instantly unlocked. You will then be able to view and download it.

Click on the See All Documents link to access the Documents tab.