To create your own personalized client portal on Tax Dome please contact Triada Tax with your personal email and we will provide you with a link to create your own account. Once you have created your account you can click the button above to log into your portal at anytime. Additionally, you can click the links below to download the Tax Dome app to your mobile device which is available on either the Apple Store or Google Play.
Tax Dome Features:
Secure Document Sharing & Storage
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Clients can securely upload tax documents (W-2s, 1099s, receipts, etc.) and download completed tax returns, financial statements, or other reports.
Client Communication
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Secure messaging system for communication between clients and your firm. Clients can send questions or requests, and you can send reminders, updates, or document requests.
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Notifications about tax deadlines, document requests, or when important documents (e.g., completed tax returns or financial reports) are ready for review.
Tax Dashboard
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Clients can access an overview of their tax filings, including current-year tax returns, refunds, payments, and outstanding balances.
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Clients can see whether a request was made by the tax preparer for missing or additional tax information that is needed too prepare their return.
Payment & Billing
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Clients can view and pay invoices for your accounting services directly through the portal. This could include flat fees for tax returns or hourly billing for consulting services.
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Clients can view their past payment history, helping them keep track of their financial relationship with your firm.