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For those who are NEW clients please use this link.

For those who are RETURNING clients please check the email address you used last year for your invitation. The invitation will have all of your information already on file. 

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 contracts 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!

Step 1. Activate Account

Open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.