The TaxDome client mobile app (Android and iOS)
The TaxDome client mobile app makes it easy for your clients to stay connected, access their portal, and manage tasks on the go. Here’s everything you need to know to help your clients get started and to track if they are using it.
Mobile app, explained
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.
Read more for help and assistance with the client mobile app.
Download mobile app for clients
To download the TaxDome Client Portal mobile app, go to Google Play or the Apple App Store. Both links are available on the Home and Settings pages of the client portal. Or you can use the buttons below:
Track mobile client app usage
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.
