TaxDome Client Portal3.35.0 - App Store

The TaxDome Client Portal is your accounting firm’s secure client portal, giving you one place to access requests, exchange documents, stay connected, securely sign documents, and complete payments with your accountant or tax professional from anywhere.

Use the app to see what’s waiting for you, submit information, review work, sign forms, and manage payments, all in one guided, secure experience.

What you can do using TaxDome as your secure accounting client portal

NOTE: Your accountant and/or bookkeeper must sign up for TaxDome before you can work with them through the TaxDome Client Portal

SUBMIT INFORMATION TO YOUR FIRM
Respond to requests from your accounting firm by scanning and uploading documents, scanning receipts, and completing organizers or questionnaires directly from your phone or tablet.
Business clients can also respond to bookkeeping requests and upload receipts on the go.

ACCEPT SERVICES & ENGAGEMENTS
Review and e-sign engagement letters or proposals when your firm begins new work or offers additional services.

REVIEW, APPROVE & SIGN WORK
When your firm completes your taxes or other work, review the documents, approve the work, sign required forms, and pay your invoice in one guided flow, all from the app.

STAY CONNECTED WITH YOUR FIRM
Message your accountant securely, share files within chat threads, track tasks that require your input, and receive push notifications when your firm needs action, so you never miss a deadline.

MANAGE INVOICES & PAYMENTS
View invoices sent by your firm, make one-time and recurring payments, and access your payment history.

MANAGE MULTIPLE ACCOUNTS
Easily switch between multiple accounts when needed. For example, couples or clients managing more than one business all within the same app.

BUILT FOR SECURITY AND EASE OF USE
Protect your information with secure login using Face ID, fingerprint authentication, or two-factor authentication (2FA), depending on your device. Your data stays protected while you interact with your firm from anywhere. Backed by accounting-specific SOC2 Type II certification and multiple internationally recognized compliance standards for data protection and secure best practices.

Version History Payment history now shows your card details. Billing, documents, and proposals are more reliable, including EU account activation. 3.35.0 Oct 5 Tax return invoices now appear at the right stage of the review process based on your firms settings, making it easier to review, approve, pay, and sign in the intended order 3.34.0 Sep 21 Added support for displaying terminal payments. 3.33.0 Sep 3 Review and approve tax returns with a clear decision flow approve, request changes, or ask a question. Pay with Klarna, Affirm. Uploads keep going in the background. We also fixed unexpected logouts, payment 3DS issues, and several crashes. 3.32.0 Aug 31 Two-factor authentication improvements: SMS backup codes and a cleaner login experience. Tax Summary now shows amounts in the correct currency with accurate payment info. We also fixed crashes on startup, during signing, and in proposals. 3.31.0 Jul 16 Apple Pay is now available for TaxDome Payments. We also fixed an issue that could log you out unexpectedly. 3.30.0 Jun 29 Fixed issues with login session handling, document review completion, and proposal calculations. 3.29.1 May 20 New: download tax vouchers from Tax Summary. Also fixed PDF viewer crashes, payment redirect issues, and other stability improvements. 3.29.0 May 6 Fixed an issue with document signing. 3.28.2 Apr 23 Fixed an issue with payment verification. Transactions now complete more reliably. 3.28.1 Apr 10 Reliability update: fixed a crash when scanning documents. Resolved biometric login issues and improved payment processing with better handling of slow transactions. Login now works more reliably across all regions. We also fixed an issue where invoices couldn't be processed, and updated translations. 3.28.0 Mar 30 New Tax Summary section: track your tax payments, due dates in one place. Improved notifications and deep links get you to the right screen faster. 3.27.0 Mar 17 Client Requests: your progress now saves automatically when uploading documents
Documents: photos from iPhone (HEIC/HEIF) convert to PDF automatically
Organizers: tap a notification to open the exact intake form you need
Payments: status labels are now clearer and easier to understand
Fixed issues with video playback, payments sync, and document loading 3.26.0 Mar 5 Introduced TRD step-by-step flow
Fixed incorrect invoice payment amount when credits are applied
Fixed sign-in issue
Other fixes and improvements 3.25.0 Feb 17 Fixed an issue preventing proposal completion due to Payment method required error 3.24.2 Jan 29 Fixed prepayment flow by enabling payments with saved payment methods 3.24.1 Jan 27 Improved Intake flow: checklists, document matching, section navigation, and sending behavior are now more consistent and predictable.
Reduced sign-in and document signing errors.
General stability and regression fixes across Organizers flow. 3.24.0 Jan 21 Various fixes and improvements 3.23.1 Jan 3 Bug fixes and reliability improvements across key workflows. 3.23.0 Jan 2 This update includes several improvements and fixes related to login, authentication, and overall app stability. 3.22.0 12/08/2025 – Fixed login issue. 3.21.1 11/02/2025 – Enhanced 2FA login flow and SMS backup support
– Updated proposals and organizers for better usability
– Various bug fixes and performance enhancements 3.20.0 10/17/2025 – Improved Bookkeeping Hub flow
– Improved push notification behavior for request actions
– Fixed issue with shortcodes
– Other fixes and improvements 3.19.0 09/17/2025 – Introduced Bookkeeping Hub
– Fixed issue with organizer documents uploading
– Improved 2FA
– Various other fixes and infrastructure improvements 3.18.0 09/01/2025 – Improved login and password reset flows
– Various other fixes and improvements 3.17.0 08/20/2025