Client portal
Learn how to customize, secure, and promote the TaxDome client portal
Customize client portal
Features to add to your client portal.
Add or remove the client portal sign-up link
Decide if your clients can sign up on their own.
Introduce TaxDome to your clients
Introduce TaxDome to your clients with email templates, portal instructions, and ready-made content.
Client mobile app (Android and iOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.
Make announcements to your clients
Easily share important updates with clients by creating, editing, or deleting announcements.
Client actions without login
Discover all features available to clients without portal access (paying invoices, etc.)