Getting started
New to our platform? Start here with basic setup and first steps.
Start using your portal
The first steps in getting to know the portal are the most important, so we're here to help.
Install the client mobile app for Android/iOS
Quick guide on how to start using the TaxDome client mobile app.
Your home page: what you can do from here
The dashboard displays everything currently needing your attention—such as unpaid invoices, awaiting tasks in chat threads, pending organizers or documents.
How to e-sign a form
Sign any document directly on your client portal or by clicking a link in the email received.
Docs scanner: take and upload pictures on mobile
How to upload paper documents using your phone’s camera
How to pay an invoice
Find your invoices in the client portal and pay them directly—no checks, no office visits.
How to complete an organizer
Learn how to fill out and submit organizers to share info with your accountant.
How to send message to your firm
Need to ask your accountant a question or respond to a request? The client portal lets you securely send and receive messages.
How to manage billing
This guide covers viewing payment history, understanding payment statuses, and more.