Client Portal
Your documents.
Your returns.
One secure place.
We use TaxDome — the portal trusted by thousands of CPA firms — so you get enterprise-grade security without the friction.
Not a client yet? Schedule a consultation — access is provisioned once your engagement is signed.
Inside the portal
Everything you need, nothing you don’t.
- 01 / Upload tax documents
- W-2s, 1099s, K-1s, brokerage statements — drag and drop, or snap a photo on your phone. Every file is encrypted end to end.
- 02 / Access your returns
- Current-year filings, prior-year PDFs, e-file confirmations, and tax projections — organized by year and ready when you need them.
- 03 / View and pay invoices
- Transparent billing with itemized engagement fees. Pay by ACH or card. Download receipts for your records.
- 04 / Message us directly
- Ask a quick question without a phone call. Responses are threaded against your engagement, so nothing falls through the cracks.
Security
Built on infrastructure we’d trust with our own records.
TaxDome is SOC 2 Type II compliant, aligned with IRS Publication 4557 safeguards for tax professionals, and uses AES-256 encryption for every document you upload. Two-factor authentication is enforced on every account.
Provider
TaxDome
Encryption
AES-256 at rest
Compliance
SOC 2 · IRS Pub. 4557
Access
Two-factor authentication
Ready when you are