We’d like to introduce to you our new client portal! Providing our clients with a seamless way to communicate with us while maintaining their information secure is our top priority. And for this reason, this year we’ll use a new system, TaxDome, to serve you as a Client Portal.
Please see this PDF that outlines this and other investments we are making as a way to improve your customer experience.
Please provide us your email address and we will send you an activation link.
Activation and security:
- You’ll receive an activation link. Once you click it, create a password. Your login will be your user name.
- Once logged in, you can access your documents anytime, from anywhere. You can also download the mobile app to use on Android or iOS. The mobile app has a built-in scanner!
- The portal is encrypted, GLBA compliant and you can utilize 2FA (Two-factor Authentication) to secure your data further.
You should receive an email invitation with instructions on how you can create a password.
Below is a youtube video that explains how Tax Dome works:
Get a personal consultation.
We can assist you with all of your accounting and tax planning needs.
