-CPA SERVICES

Tax Dome Client Portal

One Secure Place for Every Document, Signature & Message

Available to clients throughout Brooklyn, NYC, and beyond. See where we work.

Secure Client Portal

  • Powered by TaxDome & SOC 2 Type II compliant
  • Mobile app for iOS and Android
  • Access your tax documents anytime, from anywhere — without emailing sensitive PDFs
  • Upload your tax documents from your computer or take a photo from your phone with the build in PDF scanner
  • Sign engagement letters, e-file authorizations and forms electronically
  • Download finished returns and prior-year files anytime
  • Pay invoices with one click

Client Portal Login

Wondering how a virtual relationship actually works?

A portal like this is what makes working with a CPA who isn't down the block entirely normal now — virtual CPA vs. traditional accountant lays out what actually changes (and what doesn't) when your accountant works this way. If you're comparing costs, our guide to virtual CPA pricing breaks down what to expect.

Let's find the right fit for your situation

Free strategy session — no obligations

Schedule a Strategy Session