Welcome To "TaxDome" - An Upgraded Client Portal
always looking for improvements that elevate our service to our
clients. We recognized the client portal we've been using since 2005 is
not as user or smart phone friendly we'd like it to be, so we took the
challenge to find a better solution for our valued clients!
The"Old" Client Portal is Still Available
If you've used the "old" client portal do know it is still there, still secure and available to you, accessible with your usual login credentials.
What is TaxDome and What Can I Look Forward to?
TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why:
- Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
in one place, without going to multiple websites, all from the comfort of your mobile phone or computer!
- sign contracts/engagement letters,
- complete organizers,
- securely send and receive files,
- electronically sign documents,
- pay invoices,
exchange of information & safety of your personal data. TaxDome has a
built-in secure messaging system, where we can request information we
need from you or chat in real time.
- If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
- The client portal is mobile friendly, so you can access it anytime, anywhere!
How to Start
Step 1. Activation Account
Open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.
That’s it! Now you can use your portal. To return to it in the future, you’ll just need to sign in with your email and password.
Can't find your ACTIVATE ACCOUNT email? Please check your filtered folders, aka, spam folders or let us know and we'll resend.
Step 2. View To-Dos
first page you see is your dashboard with notifications about important
updates, such as unpaid bills, unseen messages, pending organizers, and
unread documents. You’ll also find the contact info for our firm here.
Step 3. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to easily go wherever you need to on your portal.
- Documents is where you upload your documents, e-sign, and download whatever we’ve prepared for you.
- Messages is where you can ask us any questions or respond to any of our requests.
- Organizers is where you fill out any necessary questionnaires needed for us to prepare your documents.
- Contracts is where you e-sign custom engagement letters that are used to define the scope of engagement between us.
- Bills and Payments is where you pay bills for our services and review payments.
- Settings is where you add additional users to your account if needed.
Activated and Ready?
Copy/Paste or Click here: https://youngfta.taxdome.com/login
Need More Help?
- Not sure you fully understand how all of it works right off the bat? Check out these help options:
- Visit the client help area that gives detailed instructions on how to pay bills, make prepayments, sign documents, and so on.
- View the TaxDome Client Academy videos on YouTube to get even more info on how to use the client portal.