Do I have to use TaxDome?

Yes — all communication, documents, signatures, and payments will be done through the portal.

What if I didn’t receive the activation email?

Check your spam or promotions folder. If it’s not there, contact us and we’ll resend it.

Can spouses/partners both access the portal?

Yes — we can add multiple users to one account. Just let us know.

Do I need the mobile app?

No, but most clients prefer it for alerts, quick uploads, and easy messaging.

How do I know which package is right for me?

Your engagement letter will show your recommended package based on your situation and past needs.

Can I upgrade my package during the year?

Absolutely. Packages are flexible and can be upgraded at any time.

How do monthly payments work?

Payments are processed automatically through TaxDome each month after initial setup.