Your secure client portal
Upload documents, sign your return, view completed filings, and message your tax professional. All in one secure place, available 24/7.
Existing client? Sign in here
Access your documents, sign forms, check the status of your return, and message our team directly.
Sign in to portalYour portal is powered by TaxDome, a secure, bank-level encrypted platform used by thousands of accounting firms nationwide.
New to the portal?
Your portal account is created automatically after your first appointment. Here's what to expect:
Book your appointment
Schedule through our booking page, in-person or virtual.
Check your email
We'll send your portal invitation once your account is set up.
You're in
Create your password and you'll have full access to your portal.
Everything in one place
Your portal gives you secure access to everything related to your tax return. No emails with attachments, no faxing, no guessing.
Upload documents
Securely send us your W-2s, 1099s, and any other documents we need from your phone or computer.
Sign electronically
Review and e-sign your completed return right in the portal. No printing, scanning, or mailing required.
View your returns
Access copies of your current and prior year tax returns anytime. They're stored securely in your portal.
Message your team
Ask questions and get answers directly through the portal. No phone tag, no lost emails.
Track your return status
See exactly where your return is in the process, from document collection to filed and confirmed.
Complete to-do items
We'll send you tasks directly in the portal when we need information or signatures, clear and simple.
Your security is our priority
Your financial information is sensitive. Here's how we keep it protected.
Bank-level encryption
All documents are encrypted at rest and in transit using 256-bit SSL encryption, the same standard used by major banks.
SOC 2 certified platform
TaxDome is SOC 2 Type II certified, meaning it's been independently audited for security, availability, and confidentiality.
Private & confidential
Your information is never shared with third parties. Only you and our team have access to your portal and documents.
Portal questions
Common questions about getting started and using the client portal.
First check your spam or junk folder, the invitation sometimes lands there. If you still can't find it, contact us and we'll resend it right away. Make sure to use the email address you provided when you booked your appointment.
The portal accepts PDF, JPG, PNG, and most common document formats. PDFs are preferred for multi-page documents like bank statements. Clear photos taken with your phone work fine for single-page documents like W-2s.
Yes, TaxDome has a mobile app available for both iOS and Android. You can upload documents, sign returns, and message our team directly from your phone. Search "TaxDome" in the App Store or Google Play.
Click "Forgot password" on the portal login page and enter your email address. You'll receive a reset link within a few minutes. If you have trouble, contact us and we can help reset your access.
Not a client yet?
Book your first appointment and we'll have your portal set up and ready before your return is complete.
