TaxDome Lite (CRM): Introduce TaxDome to Clients


This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.

Invite your clients to TaxDome's client portal, which is a safe and secure hub where clients can share important documents with you, stay up-to-date on deadlines, and ask and answer questions in real time — all in one spot. The beauty of it? They can do all of this from the comfort of their homes or on the go from their mobile devices.

Covered here:

How to Introduce TaxDome to Your Clients

Not sure how best to introduce TaxDome? We can help:

  • Make a short introduction video similar to this wonderful example or use a ready-made video from our YouTube Client Academy.
  • Make a separate page on your site using the copy provided below, then forward the link to it to all your clients.
  • Send a welcome email to your clients using the copy below.

************** COPY FOR CLIENTS *************

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, ask and answer questions, and upload documents 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 link. 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 unseen messages 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 is where you can ask us any questions or respond to any of our requests.
  • 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.
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