09 13 2019 / Client Management

Why Your Tax Client Portal Adoption Rates Suck?

Why Your Tax Client Portal Adoption Rates Suck?
Mary Cooper

Mary Cooper

6 Min

And how TaxDome can help you improve…

Let’s be honest.

You invest in a CPA client portal to make things easier for you and your client. You want to make the transition smooth. You want everything to be simple. You want to save time and provide an awesome client experience while allowing your office to be as paperless as possible.

However, that investment quickly dwindles into a waste. Your clients continue to fire dozens of questions in sporadic rogue emails, paper trails grow longer, and let’s not get started on payments…

Put simply: it’s more hassle than it’s worth.

The best portal saves you and your client time.

Whenever a client asks you to “email me my return from last year” or “How much did I pay you last year?” you’re wasting valuable time and resources. 

It’s not just a few minutes tracking the information. Gosh no! If you’re not spending money paying a staffer/assistant who is doing it on your time, it’s shunting you from your zone. It’s distracting you from where your focus needs to be. 

It’s wasting your time and stopping you from making money. 

So, how do you convince your clients to use your portal, in turn saving you time and $$$? 


Your clients need to receive value from using your online client portal. They need to feel that it’s beneficial to them, and not just to you. 

Your client portal needs to make their life simpler. It needs to have their ‘return from last year’ in an easy to access place and have the amount they paid you at the click of a button.

Welcome, TaxDome.

TaxDome's project management client portal for tax professionals

If you have a client document portal, but none of your clients utilize it, does the portal actually exist at all? Who cares. But, one thing is for sure, if they don’t use it, you’re draining time and money.

User experience is paramount

Akin to the famous Seinfeld clip, “You know how to take the reservation, you just don’t know how to hold the reservation, and that’s really the most important part of the reservation, it’s the holding.” 

It’s not enough to have a client portal software for accountants, you need to have awesome secure client portal software that your clients love to use. 

Your client wants to spend as little time as possible in your portal, get their required documents, answer your questions, and go back to their day. We know you, like us, would prefer to be doing accounting rather than anything else, but we’re a special – some would say odd – breed. 

The reality is the quicker and more straightforward each process is, the happier your client is. 

Below is what a client of a tax firm said to the firm after switching to TaxDome:

So, I like TaxDome’s user face a lot more than the other ones we’ve tried. Super easy to navigate and upload! Just got all the files you asked for uploaded. 🙌

It’s the little things like this that make a difference to your client. If you send them a request, the link should open right to the question being asked instead of your home page. 

Find the portal that makes everyone’s life easier and you’re onto a winner.

Mobile apps are essential

There are no if, buts or maybes about this. 

We can moan about missing the ‘good old days’ (whatever they were), but the fact remains, the world we live in is mobile. Without adapting to this reality, you’re doomed to miss out.

Therefore, TaxDome offers a mobile app in both the Google Play and Apple App Stores

There are umpteen benefits to your secure client portal for accountants having a mobile app, but this article isn’t big enough for even half of them. So, we’ll suggest just a few:

  • Biometric scanner (finger or face) – Your clients don’t have time to input passwords, nevermind forget them. This gives them one less hoop to jump through.
  • Push notifications – These little beauties enjoy far higher click-through rates than email. That means you get answers to your questions faster, you get paid faster, and your engagement turnaround is faster.
  • Document photos – Need to send over a document? Well, remove the manual labour. A photo of the relevant document through your mobile app is the easy alternative.

Custom Branded

TaxDome is the back-end, but your relationship with your clients is yours. TaxDome offers a bevy of custom-branding options, including the ability to use your own website URL instead of seeing ‘.taxdome.com’ in the web browser. Don’t have your own site? For $10 you can buy one at one of many online retailers (more info in our help article).

TaxDome's client portal software for accountants

Super Easy To Use

If your clients constantly have to ask you for help on X, Y or Z, you’re losing time, they’re losing time and everyone’s getting frustrated. 

That’s why your client portal has to be incredibly simple to use. And, for the occasion when help is needed, the answer needs to be at the click of a button.

TaxDome has been expertly developed with this in mind. 

In addition to TaxDome’s comprehensive help section, as well as contextual help in every part of the system, your clients have their own help area, specifically written to aid them. 

They don’t need to learn how to create bills, but they do need to know how to pay them.  

My client won’t use the platform, no matter how good it…

Is that what you’re thinking? 

It’s a comment we hear from every firm before they switch to TaxDome. But, after their free trial, they quickly discover that even if not all of your clients use it, that’s a huge amount of time and money saved.

Naturally, you’ll always have one or two old-schoolers who are so ingrained in their ways that not even offering them $1,000,000 would change their ways. But, that’s fine. 

For the large majority though, as soon as they experience the value in TaxDome and how it means they can spend less time dealing with taxes, there’ll be a huge uptake.  

This comes from A LOT of experience.

Create your own client portal with TaxDome!

Join demo

TaxDome exists to solve your daily business challenges. It’s been designed to make running your firm easier and more efficient than ever before. It’s about making your business boom.

From a client portal to email sync, from CRM to billings, from a custom website to a custom mobile app, TaxDome evolves the way you run your firm. 

Simple. Everything in one place. No more unnecessary hassle.

Mary Cooper

Mary Cooper

Mary is a passionate technical writer who takes care of help documentation, social media and blog posts at TaxDome. She knows for sure that the best thing she can do to make the world a better place is to keep writing, so she does. And when she is not at her desk, you can find her traveling, doing yoga, gardening, or having fun with her kids.

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