How to sign in
Once you’ve activated your account, you can start using client portal on the web or on mobile.
Step 1. Access the sign-in page
You can start with the general sign-in page and log in to the client portal on the web or download the mobile app . Then, choose your sign in option (see below).
Tip
On the web, you can also go directly to your firm’s own portal address (for example, yourfirm.taxdome.com) to sign in to that firm directly.Step 2. Enter your credentials
Here’s how to sign in on the web or on mobile.
Choose your sign-in option:
Once you’ve installed the TaxDome mobile app on your Android or iOS device, you’ll be presented with the available sign-in options:
Signing in with Google
Click Log in with Google.
Click the account you want to use for getting to your client portal (if you logged in to your Google account) or enter your Google email and password (if you’re logged out).
Click Continue.
To sign in with your Google account: tap Sign in with Google and link your account. After linking, you’ll automatically proceed to the next screen.
To sign in with your Apple account (iOS only): tap Sign in with Apple to link your account using your Apple ID.
Signing in with credentials
Enter your email address and password, and click Log in.
If you have accounts with more than one firm:
-
If you use different passwords across firms, you’ll be signing in directly to whichever firm’s account matches the password you entered.
-
If you use the same password for all your firms, you’ll see a list of firms to choose from.
Enter your email address and password, then tap Sign in.
-
If you have accounts with more than one firm and use the same password for all of them, you’ll see a list of firms to choose from first.
-
If you use different passwords across firms, you’ll be signing in directly to whichever firm’s account matches the password you entered.
Note
Opening a link to content in an account that belongs to a different firm than the one you’re currently signed in to—for example, a link to an organizer—shows an Activity in other account error. Sign out, sign in to the firm the link belongs to, then open the link again.Step 3. Pass the verification
After entering your credentials, verify your identity using one of the following authentication methods:
Email verification (OTP)
If you signed in with your credentials, you’ll need to verify your identity using a one-time code sent to your email. This security measure is required for all users and helps protect your account from unauthorized access.
-
Check your email for a message with the subject line Your TaxDome login code.
-
Enter the 6-digit code from the email. (The code expires after 10 minutes.)
-
Check Remember this device for 30 days if you want to skip verification on this device for the next 30 days.
-
Click Continue.
Tip
If you don’t receive the email code, check your spam folder or click Resend code. You can request a new code every minute.If you’re unable to receive the email code, click Get code via SMS to receive a verification code via text message instead (available if you have backup authentication method (SMS) configured) or click Contact firm to reach out for assistance.
After logging in, you’ll be asked to choose an account if you have multiple accounts within the firm. You can switch between accounts in the same firm without signing out. To access an account in a different firm, you’ll need to sign out and sign back in.
After signing in with your credentials, enter the 6-digit code sent to your email to verify your identity. The code expires in 10 minutes; if a new code is needed, tap Resend code.
Once finished, you’ll be prompted to set up additional security features like PIN and biometric authentication . You’ll also be asked to choose an account if you have multiple accounts within the firm. You can switch between accounts in the same firm without signing out. To access an account in a different firm, you’ll need to sign out and sign back in.
You won’t need to sign in again unless you change your password.
Two-factor authentication (2FA)
Two-factor authentication using an authenticator app is an alternative method which replaces email verification (OTP) and provides stronger security.
If it is enabled, you’ll need to verify your identity by entering an authentication code.
Open Google Authenticator or a similar application on your smartphone, then enter the provided code. This authentication method replaces email verification.
Note
The code changes every 30 seconds, so if it is not accepted, enter the new one you see in the app.After logging in, you’ll be asked to choose an account if you have multiple accounts within the firm. You can switch between accounts in the same firm without signing out. To access an account in a different firm, you’ll need to sign out and sign back in.
Open your authenticator app and enter the 6-digit code shown.
Note
The code changes every 30 seconds. If it’s not accepted, enter the new code.Once finished, you’ll be prompted to set up additional security features like PIN and biometric authentication . You’ll also be asked to choose an account if you have multiple accounts within the firm. You can switch between accounts in the same firm without signing out. To access an account in a different firm, you’ll need to sign out and sign back in.
You won’t need to sign in again unless you change your password.
Enable additional security features on mobile
After logging in, you will need to create a PIN that you’ll enter every time you open the app. You can select a PIN, biometric authentication, or both.
To create a PIN, enter four digits of your choice. You’ll then be asked to confirm it on the next screen.
After confirming your PIN, you can set up biometric authentication. To do this, tap Turn on Face ID in the pop-up window. Otherwise, tap Maybe later. Confirm biometric authentication by touching your sensor or by using Face ID.
The iOS version will also ask you to Enable notifications. You can skip the step by choosing Maybe later. The Android version will enable your notifications by default.
Share
