カスタマーポータル
Learn how to customize, secure, and promote the TaxDome client portal
クライアントポータルのカスタマイズ
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.
TaxDome を顧客に紹介する
Introduce TaxDome to your clients with email templates, portal instructions, and ready-made content.
クライアント・モバイル・アプリ(AndroidおよびiOS)
Help clients react to your requests faster with the TaxDome Client portal mobile app.
顧客へのアナウンス
Easily share important updates with clients by creating, editing, or deleting announcements.
ログインせずにクライアントの操作
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.