Firm mobile app (Android & iOS)

Table of Contents

Firm mobile app at a glance
Install the mobile app
Learn more

The TaxDome mobile app for firms for Android & iOS does not replicate the TaxDome web application. Instead, it is intended to help enhance your communication with clients by integrating TaxDome onto your mobile device—and to power in-office workflows through TaxDome Kiosk, which turns a shared tablet into a secure client station.

Firm mobile app at a glance

With the mobile app, you can do all of this:

Access your firm’s CRM from anywhere: view, create and edit accounts and contacts—and see all activity associated with accounts
View and upload client documents on your mobile device.
Communicate with clients via secure chat: Chats section within each account to send secure messages, manage client tasks and exchange documents.
Turn your office tablet into a client station with TaxDome Kiosk : in-office clients can sign documents, pay invoices, review files, and scan papers—without logging into the portal.
View your firm’s activity in your Inbox.
Have adjustable push notifications: choose whether you want to receive automatic notifications when clients perform certain actions.
Use Face ID and Touch ID for an extra layer of security.