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Snipes Tax & Business Advisors

Client guide3 minute read

Getting started with your secure client portal

How to activate your TaxDome account, upload documents, complete your organizer, and sign and pay online, plus a tip about the mobile app.

Our client portal, powered by TaxDome, is the safest and simplest way to work with us. It keeps your documents encrypted, gives you one place to find everything we've sent you, and lets you sign and pay without a trip to the office. Here's how to get set up.

Activating your account

  1. Open your invitation email

    Look for an email from Snipes Tax & Business Advisors and select Activate Account. If it isn't in your inbox, check your spam or promotions folder.

  2. Create your password and sign in

    Choose a strong password you don't use anywhere else. Your home screen will show anything that needs your attention.

  3. Explore the menu

    Documents is where you upload files and download anything we've shared with you. Organizers holds any tax questionnaire we've sent. Invoices is where you view and pay your bill.

Use your phone as a scanner

The TaxDome Client Portal app for iPhone and Android includes a document scanner that turns photos of paper forms into clean PDFs. It's the fastest way to send us a W-2 or 1099 the day it arrives in the mail.

Why we ask you not to email documents

Ordinary email isn't encrypted from end to end, and tax documents carry exactly the information identity thieves look for. The portal protects your Social Security number, bank details, and income records every step of the way, so please use it for anything sensitive.

Have a question about your own situation?

General guides can only go so far. We're happy to look at the details and tell you what applies to you.

Tax news worth opening

Occasional emails with deadline reminders, law changes that might affect you, and the odd office update. We never share your address, and unsubscribing takes one click.