Portail client
Learn how to customize, secure, and promote the TaxDome client portal
Personnaliser le portail client
Features to add to your client portal.
Add or remove the client portal sign-up link
Decide if your clients can sign up on their own.
Introduire TaxDome à vos clients
Introduire TaxDome à vos clients avec e-mail modèles, instructions de portail et contenu prêt à l'emploi.
Application mobile client (Android et iOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.
Faites des annonces à vos clients
Easily share important updates with clients by creating, editing, or deleting announcements.
Actions du client sans connexion
Discover all features available to clients without portal access (paying invoices, etc.)
Manage authentication settings for your team & clients
Require two-factor authentication (2FA) for team members and clients, manage verification methods, and help users with access issues.