What is TaxDome?
While we will continue to offer our clients the opportunity to meet with us in-person, we are excited to offer a virtual option to those clients that currently mail documents through USPS, drop them off, or are interested in a fully remote service.
Allow us to introduce TaxDome!
What is TaxDome and Why Should I Use It?
TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:
- Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
- Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign proposals without going to multiple websites all from the comfort of your mobile phone or computer
- Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
- If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
- The client portal is mobile friendly, so you can access it anytime, anywhere!
If you are not quite sure about this option for the 2024 season, we would be more than happy to discuss in more detail at your scheduled appointment. Our commitment to our clients is our first priority, and we want to make sure you are completely comfortable with any new services that we offer.
If you have not signed up for TaxDome, use your smartphone and the QR Code below to start the process:
