This page is the front door to your secure client portal — sign in to upload documents, e-sign, see your monthly books, and message us. No email threads, no shoebox, no chasing.
Watch your email for an invitation from GD Tax Solutions. Click the link, create your password, and you're in. The link is personal to you — no need to forward it anywhere.
A short questionnaire about your business — entity type, payroll, how your books look today. About ten minutes, and it saves a dozen back-and-forth emails later.
Last year's tax return and your entity paperwork — articles of organization and your EIN letter if you have them. A clear photo from your phone works fine.
We send a QuickBooks invite from inside the portal. Accept it, connect your bank accounts when prompted — and setup is done. We take it from there.
The free TaxDome Client Portal app does everything the portal does — upload, sign, pay, message. After your first sign-in, the download buttons are right on the portal's home screen. You can also search "TaxDome Client Portal" in the App Store or Google Play.
On the login screen, click "Forgot password" and you'll get a reset link by email. Your username is the email address your invitation came to.
Inside the portal, under Documents. During tax season we send you a short checklist to work from — and you can upload anything, anytime, whether we asked for it or not.
When something needs your signature, it shows up in your portal to-dos and you get an email. Open it, review it, sign on screen — your phone works fine.
Invoices live under Billing in the portal. Pay by card or bank account; on a monthly plan, autopay on the 1st keeps it automatic. Every receipt stays in the portal.
By the 10th of the following month, posted in your portal — and we message you when they're up.
Now and then we see a transaction we can't place. We ask about it inside the portal — a one-line reply from you keeps your books clean and your deductions safe.
Don't sit on it. Upload a photo of every page to the portal the day it arrives and message us — the deadlines on those letters are real, and most are easy to handle early.
Call or WhatsApp 917-861-4463. For anything involving documents, a portal message is fastest — it lands right in your file.