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 via Easy access
You can start with the Easy access page and log in to the client portal on the web or download the mobile app . Then, choose your sign in option (see below).
Step 2. Enter your credentials
Here’s how to sign in on the web or on mobile.
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 email
Enter your email address, and you will be redirected to your company’s login page. There, enter your client portal password and click Log in. If you have access to more than one client portal, you will be prompted to select the one you want to log in to.
Enter your email address and password, then tap Sign in. If you have access to more than one client portal, you will be prompted to select the one you want to log in to.
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 email and password, 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.
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Check your email for a message with the subject line Your TaxDome login code.
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Enter the 6-digit code from the email. (The code expires after 10 minutes.)
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Check Remember this device for 30 days if you want to skip verification on this device for the next 30 days.
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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 see the account you’re signed in to displayed in the top-right corner.
After signing in with email and password, 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 passcode and biometric authentication . You will see the account you’re currently logged into at the top of the screen.
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 see the account you’re signed in to displayed in the top-right corner.
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 passcode and biometric authentication . You will see the account you’re currently logged into at the top of the screen.
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 passcode that you’ll enter every time you open the app. You can select PIN code, biometric authentication or both.
To create a PIN code, 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.
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