Tax Portal Instructions

Client Online Portal

Easy to use client portal software for secure communication, document sharing, e-signature, invoicing & more. Please contact our office at [email protected] to make sure your portal is active. Please select CLIENT AREA from the Home Page of our website to access. Here are some instructional videos on how to use the Client Online Portal. You may also contact our office by emailing [email protected] or CALL (414) 231-9138 for more information.

How to Start Using TaxDome

Client Portal:
Viewing & Downloading Documents

Client Portal:
Completing an Organizer

 

Client Portal:
Approving Documents Prepared for You

Client Portal:
Secure Messages

Client Mobile App

Easy to use client portal software for secure communication, document sharing, e-signature, invoicing & more.
For the optimal mobile client experience — download our app below.

Our firm’s portal is located at: https://amtaxcenter.taxdome.com/login
Or select CLIENT AREA from the Home Page of our website to access.

How to Install the TaxDome Client Portal on Your Mobile Device

Client Portal: How to Use the Mobile App to Upload Documents