We wanted to let you know of a major update to the "Taxdome Client Portal" mobile app available now. It's the same portal but even easier to use; uploading your tax documents should be as simple as taking a selfie this year!

If you've already installed "Taxdome Client Portal" app, you just need to open the app on your device and click the prompt to Update.

If you haven't used it yet, you can install it now with links below:
 

 Click or Scan to IOS App (Iphone/Ipad)

 
Click or Scan to Install Android App

Need help installing?
Check out the video here to walk you through the install process.
Once installed, you'll use the same email and password as used for the online version (but the app should allow you to set up a PIN, face or thumbprint access depending on your phone features available).

Learn more about App features here:
Check out this video for an overview of the new app. One of the best features is the "Document Scanner" option from the "Upload" menu that lets you create cropped pdfs rather than sending heic or jpg images of your entire kitchen table with a crumpled form that may or may not be legible ;)
Click here for detailed instructions on Scanning.

Want to do some Year End Tax Planning: Chat with us now!
We'd love to help you do some year end tax planning. Please send us recent paystubs via the app or web browser. Then click "Chats" and "Message firm" to send us a note with info on any changes in your income or deductions for 2023 compared to last year. We'd love to look for some year end tax savings as well as give you an estimate of tax dollars to set aside.
Click here for a video with more details on Chat features.