Introduce TaxDome to your clients

Invite your clients to TaxDome’s secure client portal—a centralized hub where they can share important documents, pay invoices, view payment history, track deadlines, ask and answer questions in real time, and complete tax organizers. The best part? They can do all of this from the comfort of their home or on the go using a mobile device.

How to introduce TaxDome to your clients

Not sure how best to introduce TaxDome? Here are some helpful approaches:

• Add a brief firm introduction and service outline on the login page . This will boost visibility, attract clients, and inform users of available services, enhancing the user experience and supporting business growth.

• Make a short introduction video similar to this wonderful example or use a ready-made video below.

• Send a PDF brochure to your clients highlighting the benefits of the client portal. This is a professional, tangible way to introduce the portal and help clients understand how it works.

• Make a separate page on your site using the suggested text below , then forward the link to it to all your clients.

• Send a welcome email to your clients in bulk using the text below .

Send a ready-made PDF brochure

You can highlight the benefits of using TaxDome with a professionally designed brochure explaining benefits of your secure portal. You can either download a PDF below or use our prepared Canva template which could be customized upon to your liking.

Option 1: Download a ready-to-use PDF

Download this PDF brochure which explains the benefits of your secure portal—including mobile access, document scanning, e-signatures, secure messaging, and more. Perfect for emailing, printing, or posting on your website.

Option 2: Customize PDF brochure

You can personalize this brochure in under 2 minutes by using our template and Canva:

1. Click the button below to access our free template.

2. Scroll down and press View template at the bottom of the page.

3. Log in to your personal Canva account (or create a free one with your email).

4. Customize colors, add your logo, and adjust text to fit your firm’s voice.

Perfect for making it look like it came directly from your firm.

Ready-to-use text for your site and emails

Simply copy and paste the text below into your website or email, or customize it to fit your firm’s needs.

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What is TaxDome and why should I use it?

TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:

Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy. Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign proposals without going to multiple websites all from the comfort of your mobile phone or computer Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time. If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list. The client portal is mobile friendly, so you can access it anytime, anywhere!

How to start

Step 1: Activate account.

Open the invitation email and click on the Activate Account button. Then create your password. Enter it twice to confirm, then click Submit.

That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.

Step 2: View to-dos.

The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.

Step 3: Explore the main menu in the left sidebar.

From the sidebar, you’ll be able to easily go wherever you need to on your portal.

• Documents is where you upload your documents, e-sign, and download whatever we’ve prepared for you.

• Chats & Tasks is where you can ask us any questions or respond to any of our requests.

• Organizers is where you fill out any necessary questionnaires needed for us to prepare your documents.

• Proposals & ELs is where you e-sign custom engagement letters that are used to define the scope of engagement between us.

• Invoices is where you pay invoices for our services and review payments.

• Settings is where you add additional users to your account if needed.

Need more help?

Not sure you fully understand how all of it works right off the bat? Check out these help options:

• Visit the client help area that gives detailed instructions on how to pay invoices, make prepayments, sign documents, and so on.

• View the TaxDome Client Academy videos on YouTube to get even more info on how to use the client portal.