Create your taxdome account

🔹 Check your email for an invitation from Cloud Tax Matters.

🔹 Click Create Account, set your password, and log in anytime.

Download the TaxDome Mobile App

Using your phone makes tax season effortless.

🔹 iphone : App Store – search TaxDome

TaxDome iOS

🔹 Android : Google Play – search TaxDome

TaxDome Android

Upload your tax documents

You’ll see a folder labeled ” Client uploaded documents “

On Computer:

🔹 Click Upload Files
🔹 Drag and drop PDFs or scans
🔹 We’ll notify you if anything is missing

On Phone:

Using the TaxDome App

🔹 Open the TaxDome app
🔹 Tap the + button
🔹 Choose Upload from Phone
🔹Take a photo or select from your camera roll
🔹 Tap Upload

Your Documents go straight into your secure folder – no emailing, no scanning.

E-Sign Forms & Engagement Letters

When a signature is needed:

🔹Go to Documents ➡️ Signatures
🔹 Open the Document
🔹 Click Sign
🔹Submit

All signatures are securely stored

Track your tax return status

You’ll always know where things stand.

Statuses may include:

🔹 Documents Received
🔹 In Preparation
🔹 Ready for Review
🔹 Awaiting Signature
🔹 Filed

We update these automatically as we work.

Pay your invoice

When your return is ready:

🔹 Go to Billing ➡️ Invoices
🔹 Click Pay
🔹 Pay securely by Card

Using Multiple TaxDome Profiles (Personal + Business)

If you use both a personal TaxDome profile and a business profile, keep in mind that TaxDome automatically remembers the last payment method used on each account. This means a personal card may appear by default when paying a business invoice.

To ensure your payment is processed correctly, enter your business payment details manually and avoid using autofill or saved personal payment methods.

How to Enter the Correct Payment Method

• Log in to your account

• Navigate to the Billing or Payments section

• Select Pay and choose a payment method manually

• On the payment screen, select Credit/Debit Card

• Enter your company or personal payment details manually (avoid using autofill or saved payment methods)

• If you use both a business and personal TaxDome account, avoid saving personal payment methods so they don’t override your business information

Download your completed tax return

Once filed, your return will be available in your portal

🔹 Go to Documents ➡️ Final Tax Return
🔹 Click Download

We store your returns year-over-year for easy access.

If you run into any issues or need guidance, reach out anytime at Michael@Cloudtaxmatters.com. I’m always here to help.