TaxDome

TaxDome

Tax Dome is a secure, client-facing portal used to safely collect, organize, and manage your tax documents and personal information. It allows you to upload required documents electronically, communicate securely with our office, and streamline the tax preparation process. Using Tax Dome helps protect your sensitive information, reduces paperwork, and ensures your return is prepared accurately and efficiently.

Documents you may be asked to upload include:

  • W-2 Forms
  • 1099 Forms (all types)
  • Driver’s License (and spouse, if applicable)
  • Supporting documents for Earned Income Credit (EIC)
  • Supporting documents for Head of Household (HOH) filing status
  • Business income and expense records
  • Education credit documents (tuition statements, receipts)
  • Any additional documentation requested during review

All documents uploaded to Tax Dome are encrypted and securely stored for your protection.

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Contact our team to purchase or schedule a demo of the software.