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Frequently Asked Questions
About the Client Portal
Getting Started
What is the client portal and why do you use it?
The client portal is your secure online space where we can share documents, send messages, request signatures, and manage invoices all in one place. It’s powered by TaxDome, a platform built specifically for accountants and bookkeepers so you don’t have to juggle email attachments, texts, and stray PDFs anymore.
How do I log in for the first time?
When we set up your account, you’ll receive an email invitation from our portal. That email includes a link to create your password and log in. Once you’re in, you’ll see your dashboard with any to-dos, messages, documents, and invoices waiting for you.
I forgot my password. What do I do?
On the login page, click “Forgot password?” and follow the prompts to reset it. You’ll get a secure email link to create a new password and then you can log back in.
Documents & Uploads
How do I upload documents to you?
Inside the portal, go to the Docs or Documents section. From there you can:
Drag and drop files right into the Client Upload folder, or
Click an Upload button and choose files from your computer or phone.
You can also use the mobile app to scan and upload documents if that’s easier.
Don't worry about organizing anything, once I process the documents I will put them in the correct folders so you always have access to them.
Can I send pictures of receipts from my phone?
Yes. Using the TaxDome mobile app, you can snap photos of receipts or forms with the built-in scanner and upload them directly to your portal. It turns them into clear PDFs so we can actually read them and store them properly.
Where do I find documents you’ve shared with me?
Log into the portal and head to the Docs/Documents area. You’ll see folders for the files we’ve shared with you and anything you’ve uploaded. You can view, download, or e-sign documents from there.
E-Signatures & Forms
How do I sign documents electronically?
When something needs your signature, you’ll:
Get an email and/or portal notification.
Click the link or log in to your portal.
Open the document and follow the prompts to add your signature, initials, and any required fields.
No printing, scanning, or mailing just click, review, sign, and you’re done.
Why do I have to log in to sign?
Requiring you to log in helps confirm that you are the one signing your documents. TaxDome can be set to require a portal login before signing so no one can use a random email link to sign on your behalf.
What are “organizers” or questionnaires?
Organizers (sometimes called questionnaires or forms) are secure online forms we send through the portal when we need details from you like tax info, onboarding questions, or year-end checklists. You can fill them out directly in the portal or in the mobile app, save your progress, and submit when you’re ready.
Messaging & To-Dos
How do I send you a secure message?
Inside your portal, you’ll see a Messages/Chats area. You can:
Start a new conversation to ask a question, or
Reply to a message or request we’ve already sent.
This keeps all your sensitive conversations in one secure place instead of spread across email and text threads.
I see a task or request in my portal. What does that mean?
Sometimes we’ll create a task that asks you to upload a document, answer a question, or sign something. You’ll see it on your dashboard with a due date. Just click into the task, complete the steps, and the system will mark it as done for us.
Will I get notified when there’s something to do?
Yes. When we send you a message, organizer, document to sign, or invoice, you’ll receive an email notification and see a notification in your portal. If you’re using the mobile app, you can also enable push notifications.
Billing & Payments
Where can I see and pay my invoices?
From your portal home screen, look for a Billing or Invoices section. There you can:
View open and paid invoices
Click into an invoice to see the details
Pay securely online right inside the portal
You can also use the link in the invoice email if that’s easier.
What payment methods can I use?
Payment options (like card, bank debit, etc.) will be shown on the invoice screen when you go to pay. All payments are processed securely through the portal so you’re not reading card numbers over the phone or emailing them.
Mobile App
Is there a mobile app I can use?
Yes. TaxDome offers a client mobile app for iOS and Android. With it, you can:
Chat securely
Scan and upload documents
Fill out organizers
Sign documents
View and pay invoices
It’s basically your portal in your pocket.
How do I get the mobile app?
Search “TaxDome Client Portal” in the App Store (for iPhone/iPad) or Google Play (for Android), then download and log in with the same email and password you use for the web portal.
Security & Privacy
Is the client portal secure?
Yes. The portal is built with bank-level encryption and security in mind. It’s designed specifically for accounting and tax work, so sensitive documents and messages live in a protected environment, not regular email.
Is it safer than emailing you my documents?
In almost every case, yes. Email was never designed for sending Social Security numbers, tax forms, or sensitive financial information. The portal keeps everything encrypted and behind a login so your data isn’t floating around inboxes forever.
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Balanced Path Financial was started with a simple belief: when your books are organized and your numbers actually make sense, it’s a whole lot easier to focus on growing the business you really want.
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