Portal del cliente
Learn how to customize, secure, and promote the TaxDome client portal
Personalizar el portal del cliente
Features to add to your client portal.
Add or remove the client portal sign-up link
Decide if your clients can sign up on their own.
Introducir TaxDome a sus clientes
Introduce TaxDome to your clients with email templates, portal instructions, and ready-made content.
Aplicación móvil cliente (Android e iOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.
Haz anuncios a tus clientes
Easily share important updates with clients by creating, editing, or deleting announcements.
Acciones del cliente sin Iniciar Sesión
Discover all features available to clients without portal access (paying invoices, etc.)
Manage authentication settings for your team & clients
Require two-factor authentication (2FA) for team members and clients, manage verification methods, and help users with access issues.