Step 1. Activate 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.

Step 2. View To-Dos

The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, 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 & Tasks 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.
• Settings is where you add additional users to your account if needed.

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 invoices, 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.