The TaxDome Mobile App for Firms (Android & iOS): Overview
This page applies to TaxDome Pro! pricing plan only. You can upgrade anytime.
The TaxDome mobile app for firms (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. With the mobile app, you can do all of this:
- Securely text and respond to client messages
- Quickly communicate (via email or direct call) without needing to copy and paste phone numbers and email addresses to other apps on your phone
- View your firm’s activity in your Inbox+
- More features are coming soon!
Note! We don't support the TaxDome Web application on mobile.
To find out more about the TaxDome mobile app, click any of the applicable links below:
- How to Install the Mobile App on Android & iOS
- How to Sign In on Mobile App
- Inbox+ Notifications
- How to Work With the Accounts List
- How to Work With the Contacts List
- How to Send Messages
- How to Send Emails
- How to Call Your Client
- How to Use @mentions
- How to View & Create Account Notes
- How to Change Push Notification Settings
- How to Change Passcode/Biometric Authentication Settings