We have upgraded our client portal software! We are so excited to provide this feature-rich tool with our tax clients in 2022.
Below is an overview of how to use the client portal, of which can be accessed via the Internet or phone app.
Overview on TaxDome - Secure Client Portal
This portal is a safe and secure hub where clients can share important documents with us, stay up-to-date on deadlines, ask questions in real-time, all in one spot. You will now be able to access your account details at any time.
There is a mobile app, if you would like to download it you can do so by clicking here:
When opening the mobile application, please enter: juliemerrill.taxdome.com, as your firm domain. Then use your email and password to log in. You may also log on to your portal from any device by going to our page: https://juliemerrill.taxdome.com/
If you do not have an email and password, please send an email to [email protected] asap so we can resend the invitation to you or reset your password.
Below is a brief overview of how to get started:
Step 1. Home - > View To-Dos
The first page you see is your dashboard with notifications about important updates, such as unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
Step 2. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to go wherever you need to on your portal quickly.
- Documents [is where you upload your documents, e-sign, and download whatever we’ve prepared for you]
- Messages [is where you can ask us any questions or respond to any of our requests]
- Organizers [is where you fill out any necessary questionnaires needed for us to prepare your documents]
- Contracts [is where you e-sign custom engagement letters, used to define the scope of engagement between us]
- Settings [is where you add additional users to your account if needed.]
Step 3: Contact us with links on the Right Sidebar
Send us a secure message via New Chat right from the app. You can also quickly access our calendar to Book an appointment.
Need to upload docs, there's a one-click upload button to make it easy.
