Redesigned TaxDome Client Portal: clients now complete tasks up to 47% faster

A simpler, more intuitive client experience that moves your work faster  

Your client portal shapes the experience you offer — and the relationship that follows. It’s your central hub where clients connect with your team, complete tasks, and experience your brand. 

But if that experience feels clunky or outdated, it reflects directly on your firm.

At TaxDome, we’ve built our portal to deliver a unified, secure, and seamless client experience — one that helps your firm show up professionally and meet modern client expectations, all through a single login.

And now, we’ve upgraded the portal experience — not just to look better, but to work better.

Whether your clients are business owners managing multiple entities or individuals uploading their W-2s, our redesigned portal helps them move faster, with less support — so your team can operate at peak efficiency while delivering a client experience that feels even more seamless.

Meet our redesigned client portal — see what’s changed, how it speeds up client work, and the advantages it now gives your firm.

A unified client experience, always evolving with your — and your clients’ — feedback

We first launched our client portal in 2018, just one year after TaxDome was founded, because we’ve always believed that when you put the client experience first, everything else — firm efficiency, stronger relationships, faster growth — falls into place. 

That first version was shaped by feedback from our earliest customers. And while we now serve 30,000+ tax, bookkeeping, and accounting professionals worldwide, two things haven’t changed: our focus on the client experience, and evolving with your feedback.

Today, our client portal delivers a branded, unified experience where your clients can log in once and do everything they need with ease. 400k+ clients also love using our secure client mobile app on iOS and Android — rated 4.9/5 across 20,000+ reviews and ratings — which lets them use the portal on the go, putting you and your team right in their pockets.

You could be a boutique practice or a multi-location firm — our top-rated portal and mobile app connects every firm-client touchpoint across seamless, end-to-end workflows, scalable as you grow, with enterprise-grade security built in.

But to ensure our portal continues to set the industry standard, it’s not just your feedback that we listen to; it’s also your clients’ feedback. 

Our redesigned client portal — what we improved based on client feedback and research

Our redesigned client portal focuses entirely on making things easier, faster, and more intuitive for your clients. Whether they’re uploading documents, viewing requests, chatting with you, or switching between accounts, the redesigned portal helps them do it all with greater clarity and efficiency.

We continuously listen to what your clients say about our portal. And this year, our product team carried out extensive research into how clients are navigating it, the features they’re using most, and how quickly they’re adopting it.

While we’ve given the portal a polished facelift, the redesign wasn’t about aesthetics; it was about impactful quality-of-life updates that ensure better outcomes for your clients — and your team.

Now, your clients — whether businesses or individuals — can now get more done, faster, with less effort, ensuring a simplified user experience that enhances collaboration. 

See the core changes below:

Easier account switching for multi-entity clients 

Multi-entity clients, such as business owners and families, can now easily switch between their accounts, ensuring they can view and manage them with greater clarity. For your firm, that means fewer questions from clients and more confidence that their account data is accurate.

Here’s what that looks like for your clients, on both desktop and mobile:

Smarter navigation with faster access to core features

Core features that your clients use the most — including Docs, Requests, and Chats — are now accessible in one click from a streamlined, more intuitive top navigation menu that simplifies navigation across the entire portal.

Clients can now see and do what they need to quickly and easily, ensuring your firm receives what it needs — documents, responses, e-signatures, organizer forms — in less time.

Built-in guided tours and on-demand help 

Guided tours are now built into the experience, helping all clients — especially your older or tech-cautious clients — quickly learn how to navigate the portal and complete their tasks. 

We’ve also added buttons to contact tech support and access our Client Help Center that, along with the tours, are now accessible right from the new navigation menu. 

Overall, that means faster client portal adoption and fewer “How do I…” questions sent to your team.

Check out what the guided portal tour looks like for your clients: 

In addition, we’ve added a clearer button to download the client mobile app, ensuring your clients take advantage of the top-rated, on-the-go mobile experience your firm also offers. 

The results: up to 47% faster client task completion — with large firms benefiting the most 

When we set out to redesign the portal, our goal was simple: make it easier for clients to get things done — and in turn, improve your team’s workflow efficiency. 

We aimed for a 30% boost in task completion speed, but the results we saw post-release were even better: clients completed tasks up to 47% faster across key workflows.

Large firms with 10+ staff saw the biggest improvements — with organizers and invoices completed 42% and 33% faster, respectively.

The takeaway: our redesigned client portal is helping clients complete tasks faster, respond sooner, and keep work moving — so now, your team can spend far less time waiting and more time delivering.

Easily introduce clients to the portal — share our new client-facing brochure

Of course, even the best client portal only works if clients use it. And we get that inviting clients to a portal can feel nerve-wracking. Will they actually use it? Will it make the relationship harder?

It doesn’t have to. When the experience is smooth, secure, and easy, it becomes part of your brand and builds client confidence in your firm.

Our survey of 1,000 taxpayers found that 76% prefer using a secure portal for communication and document exchange. Clients want the reassurance and simplicity it provides.

That’s why we created a client-facing brochure you can send to your clients. It explains the value of the portal in plain language and shows how it makes their lives easier.

Also new: get a white-labeled client mobile app with TaxDome

If you’ve ever wanted to showcase your brand across every touchpoint, your firm can now launch its own custom mobile app on iOS and Android — built, listed, and maintained by us.

It’s the same top-rated mobile app your clients already trust, but branded with your name, logo, and colors. Create a front door to your firm that builds client trust right from the start, and reinforce your brand with every interaction — all where today’s clients interact most: their phones.

This is built for growth-minded firms that want to invest in their brand and stand out from the competition. TaxDome is the only practice management solution to offer a truly custom mobile app, giving you the power of our platform wrapped in your brand, directly in your clients’ pockets.

Join a movement of 30,000+ professionals shaping the future of accounting software

Our redesigned client portal is here to help your firm deliver a seamless, secure, unified client experience — one that builds trust, strengthens client relationships, and keeps your work moving, fast.

But we’re not stopping here. Intake & Delivery with Juno and Bookkeeping Hub are two huge releases that are coming soon — and you can hear everything you need to know about these and more in our recent summer 2025 update webinar.

As always, a sincere thank-you to the TaxDome Community — your feedback and insights fuel our innovation and shape everything we build.

And if you’re new here — welcome! Take a quick tour below to see why 30,000+ of your peers trust TaxDome: the number one end-to-end practice management software.