Portals · docs · e-sign

Stop chasing W-2s.
The portal does it.

Every season, the same shuffle: email the organizer, wait, resend, call, wait again. We configure TaxDome so the portal requests documents, reminds clients automatically on your schedule, and files everything by client and year — you watch the checkboxes fill in.

◆Auto-reminder document requests
◆Branded portal + mobile app for clients
◆E-signatures with audit trail
◆OCR-searchable document archive

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Tax professional reviewing client documents in a portal

The chasing problem

A chased document costs $40. A chasing email costs you the evening.

Add up the reminders your team sends per client per season — most firms we survey land between four and nine. Now add the evenings those emails were written. Document chasing is the single biggest non-billable drain in a tax practice.

TaxDome turns chasing into configuration: a document request with an automatic reminder cadence (day 3, day 7, day 12 — your rules), escalation emails, and a client mobile app that pings like everything else on their phone. Our job is building that machine around your organizers.

Who we are

Small on purpose, senior on everything

Founder

James Okafor

Former workflow consultant at a national tax chain, where he rolled out portals to 90 offices. Founded Client Docs Online in 2021 to bring the same setup to independents.

Portal specialist

Anna Fitzgerald

Branding and client-communication designer: your portal will sound and look like your firm, not like software.

Automation engineer

Ravi Patel

Builds the reminder cadences and template libraries. Tests every automation against a pilot batch of 25 real clients before it touches your full list.

Pilot week

What week one actually looks like

The dashboard after seven days.

Twenty-five real clients, one organizer, and the reminder cadence doing its job — photographed with permission.

What you get

The TaxDome modules we build for you

We do not hand you software and a login. We configure the portal around your existing organizers, letters and client communication style, then prove it with a live pilot batch of your own clients.

Portal

Branded client portal

Your logo, your colors, your domain. Clients log in once and see documents, messages, invoices and signatures — desktop and mobile.

Requests

Smart document requests

Checklist-style requests per return type: individual, business, nonprofit. Clients upload, check off, done. You see progress at a glance.

Reminders

Automated reminder cadence

Reminders on your schedule, written in your voice, escalating politely. Sending stops the moment the last document lands.

E-sign

E-signatures everywhere

Engagement letters, 8879s, consents — signed from a phone in minutes, archived automatically with audit trail.

OCR-searchable archive

Every PDF text-searchable. Find "schedule C" across 800 clients in seconds; attach files to jobs with version history.

Mobile

Client mobile app

The app does what it does for their bank and their airline: notification, upload, sign. Client adoption in our pilots: 82% in week one.

How it works

From first call to go-live

Pilot

We build the portal around 25 of your clients: branding, one organizer, reminders. You watch real behavior for a week — no sales deck needed.

Build

Organizers per return type, reminder cadence in your voice, e-signature templates, archive rules for retention requirements.

Rollout

Clients imported in batches; each batch gets an invite email from your firm (we write it, you approve it). Old channels retire on a schedule.

Season check-in

Week 2 of your first season we review adoption metrics and tune the cadence. Most firms cut reminder volume by 60% after tuning.

Packages

Three builds and a free pilot

Free Pilot Offer

Free25 clients

Everyone starts

We set up a real portal for 25 of your actual clients — branding, one organizer, reminders — and let their behavior convince you. No card required.

Portal Starter

$390one-time

Solo & small

Branded portal, one document request per return type, reminder cadence, e-signature setup and one training session.

Document System Rebuild

$1,450one-time

2-8 preparers

Everything in Starter plus multi-year archive import, custom organizers per entity type, escalation rules, template library and two training sessions.

Firm Rollout

$2,900one-time

9+ preparers

Multi-location rollout, admin console training, compliance workflow for 8879 storage rules, 45-day post-launch support.

TaxDome subscription billed separately by TaxDome Inc. Our fees are one-time setup. All prices USD.

Client stories

Firms that made the switch

“ "The pilot did it. Twenty-five real clients, 82% uploaded without a single phone call — and these are the same clients who "lost" my emails for years. We signed the rebuild the same month." ”

Linda Barros
EA, 4 staff — Boulder, CO

“ "The reminder cadence Ravi built escalates in a voice I didn't know software could have. Clients compliment the "service" — it is a robot, and it is kinder than I was at 9pm." ”

Paul Lindgren
CPA, solo — Fort Collins, CO

“ "8879 storage with audit trail made my reviewer very happy and my malpractice premium conversation shorter. The archive import was 9 years deep, zero duplicates." ”

Sharon Kim
CPA firm, 12 preparers — Denver, CO

Before you book

Frequently asked questions

Pilot data: 82% upload in week one when the invite comes from your firm and the app is offered. The 25-client free pilot exists precisely so you can watch your own clients answer this.

Portal, email upload link and — always — paper by mail, scanned by your staff into the same request. Nobody is left behind; the cadence simply notes the channel.

No. TaxDome is practice management around your tax software: documents, workflow, signatures, billing. UltraTax, Drake, Lacerte — they all sit inside it.

Starter: 3 business days. A 600-client rebuild: about 2 weeks of batched invites, tuned so your inbox never floods.

Yes — every template is written in your voice from samples of your past emails, then you approve each before it goes live.

Our setup runs $390-$2,900. TaxDome's subscription is separate and scales with preparer count; we model it for you before you commit.

Claim the pilot

Twenty-five clients will argue better than we can

Send your firm name, size and the return types you file most. We will set up the pilot scope within one business day.

Phone (303) 555-0127
Hours Mon-Fri 8am-6pm MT

Email [email protected]

Stop chasing W-2s.The portal does it.