The TaxDome client mobile app (Android and iOS)

With the TaxDome client mobile app, your clients can access their TaxDome portal at any time from anywhere — and they can accomplish all of the same tasks as on their desktop portal.

To download the mobile app, they can go to Google Play or the Apple App Store. Both links are available on your firm’s login page, their home page once logged in and in the Settings section of the client portal.

Read more for help and assistance with the client mobile app.

Track whether your clients use the app

You have two ways of tracking whether your clients use the mobile app:

• Add the Mobile app is Installed filter to the Accounts list and apply it to show all accounts where at least one associated contact has installed the mobile app and logged in.

• Open the account and go to the Info tab. In the Client mobile app section, you can see whether at least one associated contact has installed the mobile app and logged in.