About Our Online Portal

About Our Online Portal

 

On this page you will find useful information about our online portal. If you have not yet received your invitation email, please contact your United Tax Service team member and he will email you an invitation to activate your account. Once you activate your account you will be able to obtain copies of your tax returns, send us messages, send us documents, receive documents and much more.

What is TaxDome and Why Should I Use It?

 

TaxDome is a software solution that helps ease the communication between us and our clients.

 

Here’s why we use it:

 

  1. Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
  2. Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign contracts without going to multiple websites all from the comfort of your mobile phone or computer
  3. Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
  4. If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
  5. The client portal is mobile friendly, so you can access it anytime, anywhere!

 

Once you receive your invitation to use TaxDome, you will open the invitation email and click on the ACTIVATE ACCOUNT link. Then create your password. Enter it twice to confirm, then click SUBMIT.

 

You can then proceed to download the Mobile App which is also included in your invitation email. Once you install the mobile app, you wil be asked for your firm url. At this prompt you will enter unitedtax.

 

If you need additional assistance you can watch one of our 3 YouTube Videos that will walk you through the steps in less than 2 minutes each.