TaxDome Client Knowledge Base

Client Portal Mobile App

  • Installing the Client Portal Mobile App for Android/iOS
  • Signing In (Desktop and Mobile)
  • Mobile: Overview & Client Dashboard
  • Mobile: Paying Your Invoices
  • Mobile: Scanning & Uploading Documents
  • Mobile: Managing Documents
  • Mobile: How to E-Sign Documents
  • Mobile: How to Approve Firm Prepared Documents
  • Mobile: Completing an Organizer
  • Mobile: How to E-Sign a Contract
  • Mobile: Secure Messages
  • Mobile: Working with Folders
  • Mobile: Viewing Your Payment History
  • Mobile: Prepayments & Credits
  • Mobile: Locked Documents
  • Mobile: Multiple Logins & Profiles
  • Mobile: Troubleshooting

Categories

  • Getting Started
  • Documents
  • Secure Messages
  • Invoices
  • Client Portal Mobile App
  • Troubleshooting
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