TaxDome Client Knowledge Base

Client Portal Mobile App

  • Installing the client mobile app for Android/iOS
  • Signing in (desktop and mobile)
  • Mobile: Overview and client dashboard
  • Mobile: Pay your invoices
  • Mobile: Paying a recurring invoice
  • Mobile: Documents section overview
  • Mobile: Scanning & uploading documents
  • Mobile: Complete requests
  • 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 Proposal
  • Mobile: Secure instant Chats with tasks
  • Mobile: Managing Docs Inside Chats
  • Mobile: Working with folders
  • Mobile: Viewing Your Payment History
  • Mobile: Prepayments & credits
  • Mobile: Locked Documents
  • Mobile: Troubleshooting
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Categories

  • Getting Started
  • Documents
  • Signatures
  • Communication
  • Billing
  • Account management
  • Client Portal Mobile App
  • Troubleshooting
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