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.

Decide if your clients can sign up on their own.

Introduce TaxDome to your clients with email templates, portal instructions, and ready-made content.

Help clients react to your requests faster with the TaxDome Client portal mobile app.

Easily share important updates with clients by creating, editing, or deleting announcements.

Discover all features available to clients without portal access (paying invoices, etc.)

Require two-factor authentication (2FA) for team members and clients, manage verification methods, and help users with access issues.