Firm mobile app

Learn to use the TaxDome mobile app to manage clients, tasks, and documents on the go.

Firm mobile app: Overview

The TaxDome mobile app for firms helps manage client communication on the go.

Download and install the TaxDome mobile app to start using it on your device.

Learn how to access your TaxDome account through the web, desktop, or mobile app.

Use the mobile app to scan or photograph documents and upload them as PDFs.

Learn how to change the language of the TaxDome portal, desktop app, and system-generated emails.

Manage jobs on the go: edit, track progress, archive, or delete—right from your phone.

Tag other team members in chat threads, tasks, job cards and account notes.

Edit your personal details and avatar easily within the mobile app.

Stay informed with push notifications for all TaxDome activity on mobile.

Manage, create, and search TaxDome contacts easily on mobile.

Access, save, print, and organize client documents directly from your mobile app.

View and update TaxDome accounts and contacts quickly from your mobile device.

Send, schedule, reply to, and manage client emails directly within TaxDome.

Call your TaxDome contacts instantly without saving their numbers by using your default phone app.

Manage and update tasks, documents, subtasks, and comments on mobile.

Get real-time TaxDome updates and notifications on your mobile.

Create, manage internal client account notes, link them to jobs and tasks.

Secure your mobile app by updating your password, email, passcode, and enabling 2FA or biometrics.