Looking beyond the numbers. Focused on our clients
Attention Returning clients: We will not be mailing orgianziers unless you call or email to request one. Otherwise it will be one the portal. We hope to see you soon!
Our Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management.
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Stay Alert to tax and accounting news by reviewing the client newsletter.
Review Tax and Financial Topics of Interest in the Additional Pages section of our site
All NEW! Taxdome Client Portal- See below
We are excited to introduce our new client portal. This portal is a safe and secure hub where clients can share important documents with us, stay up-to-date on deadlines, and ask questions in real-time, all in one spot. You will now be able to access your account details at any time. This will eventually replace the Secure File Pro Portal for those who have used it in the past.
You should have already received an automated email from TaxDome with a link to activate your account. From there you will be able to set up a password and your email will be your login. Please check all junk and spam folders to make sure it didn't get missed. We can always send you another invite if you have trouble finding it so just let us know if that is the case.
Please keep in mind that we are still working on getting all past documents uploaded to this portal so it will look a little different by the time next tax season rolls around but we wanted to give our clients access to their accounts as soon as possible so you could start to familiarize yourself with this new feature.
If you need additional information on the program, don’t hesitate to contact us or visit https://client-help.taxdome.com/.
There is a mobile app you can download most app stores. You will want the TaxDome Client portal.
When opening the mobile application, please enter your email and password to log in. You may also log on to your portal from any device by going to our page: https://wintersassociates.taxdome.com/
Step 1. View To-Dos
The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.
Step 2. Explore the Main Menu in the Left Sidebar
From the sidebar, you’ll be able to go wherever you need to on your portal quickly.
Documents: is where you upload your documents, e-sign, and download whatever we’ve prepared for you.
Messages: is where you can ask us any questions or respond to any of our requests.
Organizers: is where you fill out any necessary questionnaires needed for us to prepare your documents.
Contracts: is where you e-sign custom engagement letters, used to define the scope of engagement between us.
Settings: is where you add additional users to your account if needed.
Need More Help?
Not sure you fully understand how all of it works right off the bat? Check out these help options:
Visit the client help area that gives detailed instructions on how to Upload documents, sign documents, and so on.
View the TaxDome Client Academy videos on YouTube to get even more info on using the client portal.
Thank you, for being interested in our services!