Secure Client Portal
IMPORTANT UPDATE
As of November 30, 2025 the old portal is no longer in service.
If you want to download copies of any documents in your client portal, please CLICK HERE
Beginning November 1, 2025 the new portal will be active.
View the new features below and click the button to sign in.
For the best experience, download the TaxDome Client Portal app on the App Store or Google Play.
TaxDome Client Portal
Look for this app:
Welcome to Your New Client Portal
Manage your taxes easily and securely — all in one place.
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✅ Upload and sign documents in just a few clicks
✅ Scan and send forms using the mobile app
✅ Chat securely with our team and track your to-dos
✅ Get reminders when something needs your attention
✅ Pay invoices online by card or bank account
✅ Access anytime, anywhere — desktop or mobile
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🔒 Your information is protected with bank-level security.
STOP
INDIVIDUAL TAX FILERS:
ARE YOU READY TO UPLOAD YOUR TAX DOCUMENTS?
Please do not upload anything until you have all your documents ready.
Once your documents are uploaded, we assume your file is complete and ready for preparation — this automatically triggers our workflow. If you’re still waiting on forms or statements, please hold off until you have everything. Whenever possible, combine your documents into a single PDF before uploading.
Document Upload Form
Need to send us documents but don’t have portal access yet?
If you don’t have an active Client Portal account — or you’re having trouble signing in — you can use our Secure Document Upload Form instead. It lets you safely send us files without logging in (email is not secure).
For full access to features like downloading documents, signing forms, and paying invoices online, you’ll need to activate and sign in to your Secure Client Portal once your account is set up.