02/03/2023
📢We Have a New Client Portal!
We are excited to launch our new client portal platform on TaxDome, which will give our clients an even easier way to work with us on all their tax and accounting needs!
~~~If you have not received an email yet, please contact our office to make sure we have the correct email address on file for you. All clients have been sent an activation email to set up their new account with us. You can also sign up for an account here:
https://mgalercpa.taxdome.com/app/signup
Once activated, you will have access to some fantastic new features designed to make the daunting tax preparation process painless!
Here are some of the features our new TaxDome portal offers our clients:
✅Easy Viewing To-Do List
Anything our firm needs you to complete, you will find here on the home page. Whether it's a document that requires signature, an organizer that we need you to complete, or any pending questions - you'll find them here.
✅Upload and Store Documents
Similar to dropbox, we will exchange documents in the "Documents" section of your account. Additionally, if we ask for any e-signatures or e-approvals, you will find them here, too.
✅Easy Communication
In addition to email, our firm utilizes secure messages. These messages may contain specific client tasks (to-dos for you, which you will also find in the homepage) we need to complete your work.
✅Organizers
Our client organizers are easy to complete and fully integrated with the rest of our portal, making it easy to upload documents and get us the information we need to complete your tax return. Information also pre-fills for subsequent years.
✅Contracts
Our firm will be sending our engagement letter (or other contracts) to you for review and signature. This can now be done electronically.
