Upload securely
Photograph documents with your phone and upload them straight into your file. Nothing travels by email.
For clients
Your documents, in one secure place
We use TaxDome for every client engagement — encrypted in transit and at rest, and accessible from your phone.
Sign electronically
Engagement letters, e-file authorisations and organisers signed from any device.
Message your accountant
Questions go to the person working on your file, and the thread stays with the engagement.
Pay invoices
Card or bank transfer, with receipts and history kept in one place.
Security
Why we insist on the portal
Tax documents contain everything an identity thief needs. Email was never designed to carry them — it sits unencrypted on several servers, stays in two mailboxes indefinitely, and is the single most common way client data leaks.
Tax professionals are required under the FTC Safeguards Rule and IRS Publication 4557 to maintain a written information security programme. Ours starts with never putting your Social Security number in an inbox.
- Encrypted in transit and at rest
- Access limited to the team members on your engagement
- Multi-factor authentication available on your account
- A complete record of what was sent, by whom, and when
- Documents stay available to you year after year
Trouble signing in?
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