Firm mobile app explained

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Firm mobile app at a glance
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The TaxDome mobile app for firms for Android & iOS does not replicate the TaxDome web application. Instead, it is intended to help enhance your communication with clients by integrating TaxDome onto your mobile device—and to power in-office workflows through TaxDome Kiosk, which turns a shared tablet into a secure client station.

Firm mobile app at a glance

With the mobile app, you can do all of this:

Access your firm’s CRM from anywhere: view, create and edit accounts and contacts—and see all activity associated with accounts
View and upload client documents on your mobile device.
Communicate with clients via secure chat: Chats section within each account to send secure messages, manage client tasks and exchange documents.
Turn your office tablet into a client station with TaxDome Kiosk : in-office clients can sign documents, pay invoices, review files, and scan papers—without logging into the portal.
View your firm’s activity in your Inbox.
Have adjustable push notifications: choose whether you want to receive automatic notifications when clients perform certain actions.
Use Face ID and Touch ID for an extra layer of security.

You can download the app for your system directly via the buttons below:

Google Play App Store