TaxDome Client Portal 2.0

Client interactions made easy

Developer: TaxDome

App Size: 144.7 MB

Release Date: 9 Jul 2023

Price: FREE

Price

FREE

Screenshots for App

iPhone

Introducing the new and improved TaxDome secure client portal mobile app.

Redesigned to provide an even better customer experience for you to conduct business with your accountant or tax professional. All your current data is available in the new app: use your usual login info.

• Chat securely with your accountant
• Scan and upload documents
• Sign documents and contracts electronically
• Complete questionnaires (forms)
• Pay your invoices and much more!
Secure with Face ID, Touch ID and 2FA available

TaxDome has 2,800+ reviews on Capterra with 4.7 stars:
https://www.capterra.com/p/186749/TaxDome/reviews/

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TaxDome Client Portal 2.0 1.0.4 Update

9 Jul 2023 Version History

1. With the new Document Upload with Folder Selection feature, clients can now directly choose the destination folder for their uploaded documents within the CMA app. This functionality provides users with a seamless and efficient way to manage their files, ensuring all documents are stored in the right place, right from the start.2. Minor bugfixes and improvements

~TaxDome

More Information about: TaxDome Client Portal 2.0

Price: FREE

Version: 1.0.4

Compatibility: Requires Requires iOS 13 or later

Bundle Id: com.taxdome.client

Size: 144.7 MB

Genre: Finance

Release Date: 9 Jul 2023

Last Update: 9 Jul 2023

Content Rating: 4+

Developer: TaxDome

Language: English -