How It Works
Create a Portal Account
Step 1 - Click "Client Portal" On Home Page
Step 2 - To Create Account Click "Sign Up"
Step 3 - Enter Basic Information
Step 4 - A Verification Code Will Be Sent To Your Email
Step 5 - Choose A Password And Enter Verification Code
Step 6 - Congrats! Your Account Is Now Set Up!
Navigate the Portal
Tax Return Status - This Shows You What Phase Your Return Is In - Like A Pizza Tracker
Chat With Us!
Access The Organizer - Here You Can Answer Questions And Upload Documents
When Uploading Files To The Organizer, Make Sure To Select The Current Tax Year (Even Though We Are In 2026 The Tax Return Is For 2025)
Submit Your Organizer!
Great Job! We're Now Reviewing Your Information And Preparing The Return!
If We Need More Information From You, You Will Receive An Email Detailing Which Items Are Needed And The Return Status Will Change As Shown Below:
When Your Return Is Done, We Will Send You A Draft Return For You To Review And Approve, Signature Pages So We Can E-file Your Return, And Your Invoice
You Can Easily Sign Your Form Through The Portal.
Your Return Is Now Finalized! We'll Send You A Finalized Copy Through The Portal And A Hard Copy In The Mail!
If You'd Like, Download the App!
In the App Store or Google Play Store Download Taxdome, Which Is The Platform Our Portal Leads To
You'll Be Prompted To Login And Make A Passcode
We're In! Now We Can Do Everything From Our Phone, Including Taking A Picture Of Our Files By Tapping "Scan".
Ready, Aim, Fire! Take A Picture Of Your Tax Forms!
Questions and Answers
Can I Upload Pictures To The Portal Directly From My Phone?
Through the desktop portal you cannot directly upload photos, but if you download the Taxdome app you can upload photos directly from your phone! You must first make an account in the browser, and then can download the app from the login page below, or simply by looking up “Taxdome Client Portal” in your Google Play or the App Store.
How Long Is The Turnaround Time?
This varies greatly on the complexity of the return, but a simple individual return with just a few forms should take no more than 2 days.
What Additional Fees Do You Charge For Returns?
We do not charge any additional fees nor sales taxes. The price you see is the price you get.
When Can I See My Tax Return?
Once we finish preparation of your return we send you a draft. We send you a draft before payment must be made!
Get Started Now!
Client Portal
If you have anymore questions about sign up or the portal please contact us!