Use kiosk mode in mobile app (Beta)

Work in progress

The functionality is being developed and is currently available for Beta users. Docs on using the feature are being prepared.

The Kiosk Mode in the Firm Mobile App is an in-office workflow designed for firms that interact with clients face-to-face. It allows clients to use a dedicated tablet to review documents, scan and upload files, and pay invoices on the spot, creating a faster and more secure front-desk experience.

Before you start

Kiosk mode is designed for firms with clients who frequently visit the office. Instead of printing documents, use a tablet to display information and collect e-signatures securely.

Requirements:

• A tablet (iPad or Android). Phones are not supported for Kiosk Mode
• TaxDome Firm Mobile App installed – version 3.1.0+
• The staff user logged into the tablet must have access to that client’s account (firm owner, admin or employee with access)
• Camera permission enabled for the Firm Mobile App (required for scanning)

Enter kiosk mode

To start Kiosk Mode you can use the mode-selection screen that appears right after login to the mobile app or tap Client Kiosk on the main screen.

You need to enter your passcode to access kiosk mode. This ensures security by preventing clients from accessing firm information.

Select a client

1. Search for or select the client account.
2. Select the specific contact who is in your office. If both spouses come to the appointment, you can select both of them before starting the kiosk session.

3. Verify that you’ve selected the correct client before proceeding. The device switches into kiosk view for that client.

What a client can do

After the client is selected, they can see all tasks assigned to them:

Review documents

Clients can open documents that your firm has sent via Request Client Approval. In the kiosk view, the client will see action: Mark as Reviewed.

Important

This does not update the document status inside TaxDome. It is a local confirmation only. Please rely on the client’s verbal confirmation during the visit. System-level approval will be added in a later phase.

Pay invoices

Clients can pay invoices assigned to them. The kiosk screen displays a QR code. Clients scan the QR code with their own phone to complete payment online. No card data is entered on the kiosk device at any point.

If the client wants to pay offline (cash, check, or another offline method), the firm will need to record the payment manually in TaxDome .

Scan documents

Clients can scan paper documents directly from the kiosk device. The scanned files will upload to the client’s profile.

Continue work on their own device

Clients can move seamlessly from the office to the online portal or mobile app: scan the Continue on your phone QR code, or send themselves an email link to log in later.

Switch between contacts

If you selected multiple contacts from the same account (such as spouses), you can easily change to another contact without ending the session.

Coming soon!

Kiosk mode will support e-signature in future updates, making the switch accounts feature essential for documents requiring multiple signatures.

End a session

The session automatically ends after 15 minutes of inactivity. To end it manually:

1. Tap the account selection, then End session.
2. Enter your passcode to return to the client selection screen. The passcode requirement ensures clients cannot access firm data or other client accounts.

Security & controls

• No client passwords are ever used or shared in Kiosk Mode
• Clients cannot access firm settings, other clients, contact lists, or internal data – everything is protected by the staff member’s biometrics or passcode and 2FA
• If the client tries to exit or navigate away, the device returns to the kiosk gate and never shows the firm UI
• The session automatically ends after 15 minutes of inactivity

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