Resources

Client Portal

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It's Tax Time!

Let's Get Set Up With Taxdome

We are excited to introduce our new client portal. This portal is a safe and secure hub where clients can share important documents with us, stay up-to-date on deadlines, ask questions in real-time, and pay for our services, all in one spot. You will now be able to access your account details at any time.

To get things started, we will be using a new tax software called Taxdome. This link is secure and will hold all documents related to the work we perform together. Make sure to bookmark this for future reference.

Here is your secure client portal link: https://nosbushtax.taxdome.com/

If you need additional information on the program, don’t hesitate to contact us at info@nosbushtax.com or visit https://client-help.taxdome.com/.

There is a mobile app avaiable for Taxdome, if you would like to download it you can do so by clicking here:

 iOS App

 Android

When opening the mobile application, please enter your email and password to log in. The app makes it very simple to upload documents.

You may also log on to your portal from any device by going to our page: https://nosbushtax.taxdome.com/ or go to our website at https://nosbushtax.com and click on the log in button in the top right corner of the page.

Below is a brief overview of how to get started:

Step 1. View To-Dos

The first page you see is your dashboard with notifications about important updates, such as unpaid invoices, unseen messages, pending organizers, and unread documents. You’ll also find the contact info for our firm here.

Step 2. Explore the Main Menu in the Left Sidebar

From the sidebar, you’ll be able to go wherever you need to on your portal quickly.

  • Documents [is where you upload your documents, e-sign, and download whatever we’ve prepared for you]

  • Messages [is where you can ask us any questions or respond to any of our requests]

  • Organizers [is where you fill out any necessary questionnaires needed for us to prepare your documents]

  • Contracts [is where you e-sign custom engagement letters, used to define the scope of engagement between us]

  • Invoices [is where you pay invoices for our services and review payments]

  • Settings [is where you add additional users to your account if needed.]

Need More Help?

Not sure you fully understand how all of it works right off the bat? Check out these help options:

  • Visit the client help area that gives detailed instructions on how to pay invoices, make prepayments, sign documents, and so on.

  • View the TaxDome Client Academy videos on YouTube to get even more info on using the client portal.