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TaxDome

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TaxDome Login Page

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TaxDome is a software solution that helps organize communication between us and our clients.

Here’s why we use it:

  • Secure, intuitive client portal that is user-friendly even to those who aren’t tech-savvy.

  • Everything is in one place: you can electronically sign documents, settle invoices, and upload docs without going to multiple websites all from the comfort of your mobile phone or computer.

  • Secure 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 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!

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. Or create an account via the login page:  https://kctp.taxdome.com/

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 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 

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.

  • 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.

  • Contracts is where you e-sign custom engagement letters.

  • Bills and Payments is where you pay bills for our services and review payments.

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.

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