TaxDome3.8.0 - App Store

TaxDome helps you manage clients, documents, invoices and automate your tax or accounting practice.

Log in with your TaxDome credentials and enable FaceID or TouchID - all data is encrypted and safe with bank-level security.

KEY MOBILE APP FEATURES
CRM: quick access to contact and account records.

QUICK MESSAGING: text, call, and email clients with one click.

INBOX+: stay up to date on activity in your firm through timely notifications

QUICK NOTES: create and edit account notes.

KEY TAXDOME FEATURES

Custom branded website & client portal

Project management & workflow automation designed for tax and accounting professionals.

Unlimited secure document storage
Integrated CRM, synced with your existing email

Tax Program Integrations.

Invoicing via ACH and credit card. Synced with QBO.

Unlimited E-signatures to replace Docusign, HelloSign, etc.

Enhanced team communication with @mentions and notifications

Secure messages & client tasks.

Unlimited contracts & Engagement Letters.

Unlimited Customizable Organizers/Forms instead of clunky, ‘generic’ PDFs.

Version History More reliable startup and sign-in: if a network error interrupts launch, you can now retry instead of getting stuck, and the login screen tells you why you were signed out. We also fixed chat editing (bullet lists staying bullet lists), reply handling, and a crash when opening support. 3.8.0 Sep 30 Inbox notifications now stay visible when related items are deleted, helping you retain important context. We’ve also improved notification wording and mention handling for a clearer, more consistent experience 3.7.0 Sep 17 Improved Kiosk Mode: refresh the task screen even when everything is complete, smoother document signing, and cleaner task lists. Fixed unexpected logouts, SMS backup setup for 2FA, and document search issues 3.6.0 Sep 3 New in Kiosk: complete organizers with clients. View uploaded documents and refresh without restarting the session. Bug fixes and security improvements. 3.5.0 Jul 23 Kiosk: signature handling improvements and bug fixes. 3.4.1 May 11 Bug fixes and reliability improvements across key workflows. 3.4.0 Apr 16 Bug fixes and reliability improvements across key workflows. 3.3.0 12/29/2025 This update includes several improvements and fixes related to login, authentication, and overall app stability. 3.2.0 12/04/2025 – Improved camera permissions handling on iPad 3.1.1 11/18/2025 – Improved 2FA flow, including SMS backup, and refined error handling
– Reduced unexpected logouts and improved overall session stability
– Added support for multiple regions (including EU)
– Improved push notifications and unread message handling in Team Chats
– Fixed issues with document viewing, editing, and display consistency
– General UI refinements and stability improvements across the app 3.1.0 11/18/2025 Fixes and infrastructure improvements 3.0.2 10/16/2025 – Improved password reset flow 3.0.1 07/30/2025 – Launched Team Chats: group channels, DMs, and member management
– Added Task Creation flow with template support
– Updated main tabs UI to support new features and future improvements
– Improved document viewing with landscape mode
– Added long tap actions for messages: edit, delete, copy, reply
– Improved localization updates
– Various UI fixes and stability improvements in login, chats, and tasks 3.0.0 07/28/2025 - Various fixes and improvements 2.8.1 07/01/2025 – Improved chat experience: better client visibility, chat archive retrieval, and auto scroll on field focus
– Improved scanner quality and firm size tracking in analytics
– Enhanced moving documents between accounts
– Added notification when a client signs a document
– Improved task statuses
– Other fixes and improvements 2.8.0 04/29/2025 Improvements and bug fixes 2.7.2 03/28/2025 – Fixed an issue where DOC files wouldn’t open
– Other improvements 2.7.1 03/14/2025 • Fixed app freezes.
• Improved document scanning.
• Added ability to create private chat folders.
• Fixed broken images in chats.
• Improved sign-in/logout stability.
• Team members are now clickable for mentioning in Workflow.
• Fixed various UI bugs and minor issues. 2.7.0 02/18/2025 Bug fixes and improvements 2.6.1 02/02/2025 • Added ability to send internal messages in chats.
• Made chat reminders visible for both clients and firms.
• Enabled file export to Firm App from mobile device.
• Added the ability to set upload folders in document organizers for better file management.
• Implemented display of custom job statuses.
• Other fixes and improvements. 2.6.0 01/14/2025 - Added reply-to functionality in chats
- Introduced chat support for direct assistance
- Updated community link for easier navigation
- Fixed bugs and improved app stability 2.5.0 12/05/2024 Now you can filter jobs and tasks in Workflow 2.4.0 10/31/2024 Improvements and bug fixes 2.3.2 10/03/2024 Improvements and bug fixes 2.3.1 08/05/2024 Improvements and bug fixes 2.3.0 07/05/2024