Connect TaxDome Client Portal data to QuickBooks, your warehouse, or any custom workflow
TaxDome runs a SOC 2 Type II certified client portal used by 15,000+ accounting and tax firms and over 3 million end clients (per the TaxDome Trust Center). The mobile portal — the same one this page covers — won a 2026 Webby Honoree spot in the Fintech category alongside Apple, TurboTax and HSBC. We deliver authorized API integrations against that ecosystem so firms, fintechs and ERP teams can move invoices, payments, signed documents and organizer responses into the systems they already run.
Feature modules
Authorization & session module
Handles email/password login, Face ID/Touch ID device-bound sessions, and 2FA challenges that TaxDome enforces under its multi-factor authentication policies. The connector exposes a login()/refresh() pair that keeps long-lived sessions alive for batch jobs without re-prompting the end user.
Invoice & payment module
Lists invoices by account, filters by status (open, paid, overdue, recurring), and emits payment events when a client settles via ACH, card or Stripe. Useful for reconciling against QuickBooks Online, Xero or an internal revenue recognition pipeline.
Document & organizer module
Downloads scanned receipts, signed engagement letters, completed organizers and final tax returns. Each file is returned with its TaxDome folder path, upload timestamp, signer identity and audit trail, ready for archive or eDiscovery.
Chat & task module
Pulls chat threads, attached files, task assignments and push-notification triggers so external systems (Slack, Microsoft Teams, custom inboxes) can mirror what the client sees in the portal — including the redesigned chat layout shipped in TaxDome's Spring 2025 update.
Multi-account & firm switching
The portal lets a single user toggle between several engagements — a personal return, a spouse, an LLC. The connector exposes that account graph so downstream systems can keep entity-level books separate while reconciling the human behind them.
Webhook & event bridge
For firms already using Zapier-style automations (TaxDome publishes Update Contact, New Contact and Delete Contact triggers), we deliver an event bridge that normalizes those triggers into your event bus — Kafka, EventBridge, or a plain HTTPS webhook.
Data available for integration
The table below summarizes the OpenData surface we routinely deliver. Granularity reflects what TaxDome exposes to authenticated clients in the mobile portal; we do not promise data the platform itself does not record.
| Data type | Source (screen / feature) | Granularity | Typical use |
|---|---|---|---|
| Invoices | Invoices & Payments tab | Per invoice: id, amount, currency, status, due date, line items | Revenue dashboards, AR aging, QuickBooks/Xero sync |
| Payment events | Pay invoice flow (ACH, card, Stripe) | Per transaction: timestamp, method, gateway id, fee, settlement state | Reconciliation, fraud monitoring, cohort analytics |
| Documents | Documents folder tree | Per file: name, MIME, size, folder path, uploader, timestamp | Archive, audit, eDiscovery, AI document classification |
| E-signatures | Engagement letters & forms | Per envelope: signers, IP, timestamps, eIDAS/ESIGN audit trail | Compliance, contract lifecycle, legal hold |
| Organizer / questionnaire responses | Organizers screen | Per response: question id, answer payload, attachments | Tax prep automation, KYC enrichment, prefill of next-year forms |
| Chat threads | Messages tab | Per message: thread, author, body, attachments, read state | Cross-channel inbox, SLA reporting, AI summaries |
| Tasks & to-dos | Home dashboard | Per task: due date, owner, account, priority, completion state | Workload routing, deadline alerts, project tracking |
| Accounts & contacts | Account switcher | Per account: name, type, role, related entities | CRM mirroring, household graphing, multi-entity bookkeeping |
Typical integration scenarios
1. Firm-wide AR reconciliation into QuickBooks/Xero
An accounting firm bills 800+ clients through TaxDome and runs its own books in QuickBooks Online. The connector listens for invoice.paid events, calls the invoice and payment endpoints, then upserts the matching journal entry into QuickBooks via the official Intuit Developer API. This mirrors what TaxDome's native QuickBooks integration covers but extends it to firms running Xero, NetSuite or a custom GL.
2. Document warehouse for audit & eDiscovery
A regional CPA partnership has to retain seven years of signed engagement letters and tax returns. We pull every file from the Documents tree and every e-signature envelope, hash each artifact, and write it to S3/Glacier with the TaxDome audit trail attached as JSON sidecar. The result satisfies internal retention policies and IRS Circular 230 evidentiary needs.
3. Tax-season organizer automation
Each January a firm sends 1,200 organizers. The connector watches for completed responses, normalizes the JSON, and pushes prefill payloads into the firm's tax program (TaxAct, CCH Axcess, ProConnect or TaxSlayer — all of which TaxDome already lists as native partners). Preparers see a populated draft return instead of a blank shell.
4. Multi-account household analytics for advisory firms
An advisory firm wants to view a household's full tax footprint — personal 1040, an S-corp, and a rental LLC — in one BI dashboard. The account/contact APIs surface the relationship graph; the invoice and payment APIs surface fee revenue per entity; the result is a Looker or Power BI panel that the firm partners can drill into without leaving their analytics stack.
5. Cross-channel client inbox for enterprise firms
A 200-staff firm consolidates client messages (email, SMS, TaxDome chat) into a single Microsoft Teams-backed inbox. The chat module mirrors TaxDome threads in real time so staff replies route back through the portal — preserving the SOC 2 audit log instead of fragmenting it across email tooling.
Technical implementation
The snippets below illustrate the connector shape. Auth is OAuth-style with rotating tokens; pagination is cursor-based; webhook signing follows HMAC-SHA256.
Login & token refresh (pseudocode)
POST /api/v1/taxdome/auth/login
Content-Type: application/json
{
"firm_subdomain": "acme-cpa",
"email": "client@example.com",
"password": "<encrypted>",
"mfa_code": "482917"
}
200 OK
{
"access_token": "td_at_...",
"refresh_token": "td_rt_...",
"expires_in": 3600,
"account_ids": ["acc_8821", "acc_8822"]
}
Statement & invoice export (pseudocode)
POST /api/v1/taxdome/invoices/list
Authorization: Bearer <ACCESS_TOKEN>
Content-Type: application/json
{
"account_id": "acc_8821",
"from": "2026-01-01",
"to": "2026-04-30",
"status": ["paid","open","overdue"],
"cursor": null,
"limit": 100
}
200 OK
{
"items": [
{"id":"inv_771","amount":1200.00,"currency":"USD",
"status":"paid","paid_at":"2026-03-14T18:22:11Z",
"method":"ach","gateway_id":"ch_..." }
],
"next_cursor": "eyJvZmZzZXQiOjEwMH0="
}
Webhook: signed document received
POST /your/webhook/taxdome
X-TaxDome-Signature: sha256=ab12...
Content-Type: application/json
{
"event": "document.signed",
"occurred_at": "2026-05-08T10:31:04Z",
"envelope_id": "env_4421",
"account_id": "acc_8821",
"signers": [
{"name":"Jane Doe","email":"jane@x.com",
"ip":"203.0.113.5","signed_at":"2026-05-08T10:30:58Z"}
],
"documents": [
{"id":"doc_99","name":"Engagement Letter 2026.pdf",
"sha256":"f3a1..."}
]
}
Compliance & privacy
Regulations we align with
TaxDome publishes SOC 2 Type II attestation covering security, availability and confidentiality. Our connectors layer on top of that posture and respect the EU GDPR Standard Contractual Clauses, US CCPA deletion/portability rights, and EU eIDAS requirements when handling qualified electronic signatures. For US accounting workflows we also follow IRS Pub. 4557 safeguards and Circular 230 retention norms.
How we keep extraction lawful
- Run only with explicit firm or end-client authorization.
- Persist a per-call audit log: caller identity, scope, timestamp, response hash.
- Apply data minimization — fields not needed for the use case are dropped at the connector edge.
- Honour TaxDome 2FA, SSO and MFA policies; we never bypass them.
- Provide DPIA / ROPA inputs and signed DPAs when EU/UK firms request them.
Data flow / architecture
The reference pipeline is intentionally simple: TaxDome Client Portal → Authorized connector (OAuth + session manager) → Normalization & PII redaction layer → Storage (Postgres/BigQuery/Snowflake) & outbound API. A parallel webhook listener consumes invoice.paid, document.signed and chat.message events so downstream systems react in seconds instead of waiting for the next batch poll. Each hop is logged and replayable, which matters when an auditor asks how a 1099 ended up in a particular S3 bucket.
Market positioning & user profile
TaxDome's user base skews heavily toward small and mid-sized accounting and tax firms in the United States, Canada, the United Kingdom and Australia, with growing adoption across continental Europe and the GCC. The mobile Client Portal targets two clear personas: individual taxpayers responding to organizers, and small-business owners (sole proprietors, S-corps, LLCs) who upload receipts and approve invoices on the move. Both Android and iOS are first-class platforms — the iOS edition has held a 4.8★ rating across hundreds of thousands of reviews, and the Android edition (com.taxdome) sits at a similar score. For an integrator, that profile means most pipelines need to handle multi-entity households, US tax-form vocabulary (1040, 1099, K-1) and currency-aware invoicing in USD, GBP, CAD, AUD and EUR.
Screenshots
Click any thumbnail to enlarge.
Similar apps & integration landscape
Firms rarely standardize on a single client portal. Many evaluate or co-run TaxDome alongside the apps below; integrators are routinely asked to unify exports across two or three of them. We frame these neutrally — they are part of the same ecosystem TaxDome lives in, not ranked competitors.
About OpenFinance Lab
OpenFinance Lab is an independent technical studio focused on protocol analysis, OpenData/OpenBanking integration, and authorized API delivery for fintech and accounting platforms. Our engineers come from payment gateways, core banking, and large-scale ETL teams, and we have shipped integrations against client portals, statement APIs and e-signature platforms across the US, EU and APAC.
- Domains: accounting practice software, payments, digital banking, insurtech.
- Stacks: Python, Node.js, Go SDKs; Postgres, BigQuery, Snowflake warehouses.
- Compliance: SOC 2-aware, GDPR-aware, eIDAS-aware, NDA-friendly delivery.
- Two engagement models: source-code delivery from $300 (pay after delivery) or pay-per-call hosted endpoints with no upfront cost.
Contact
Send the target firm subdomain, the data you need, and any sandbox or authorized credentials. We reply with scope, price and a delivery estimate within one business day.
Engagement workflow
- Scope confirmation — which TaxDome surfaces (invoices, payments, documents, organizers, chat) and which downstream system (QuickBooks, Xero, BigQuery, custom).
- Protocol analysis & API design (2–5 business days).
- Build, end-to-end validation against a sandbox account (3–8 business days).
- Documentation, OpenAPI spec, sample calls, test cases (1–2 business days).
- Handover and a 14-day support window for fixes; longer SLA optional.
FAQ
What do you need from me to integrate TaxDome Client Portal?
How long does a TaxDome integration take to deliver?
How do you handle SOC 2 and GDPR compliance for TaxDome data?
Can you sync TaxDome data into QuickBooks, Xero or a custom warehouse?
📱 Original app overview (appendix)
The TaxDome Client Portal is the secure mobile companion to your accounting firm's TaxDome workspace. It is the single place where end clients can access requests, exchange documents, stay in touch with their accountant or tax professional, securely sign documents, and complete payments — from anywhere, on Android or iOS.
Use the app to see what is waiting for you, submit information, review work, sign forms, and manage payments in one guided, secure experience. Note: your accountant or bookkeeper must already use TaxDome before you can collaborate with them through this app.
- Submit information to your firm — Respond to requests by scanning and uploading documents, scanning receipts, and completing organizers or questionnaires from your phone or tablet. Business clients can also respond to bookkeeping requests on the go.
- Accept services & engagements — Review and e-sign engagement letters or proposals when your firm begins new work or offers additional services.
- Review, approve & sign work — When your firm completes your taxes or other work, review documents, approve, sign required forms, and pay your invoice in one guided flow.
- Stay connected with your firm — Message your accountant securely, share files within chat threads, track tasks that require your input, and receive push notifications so you never miss a deadline.
- Manage invoices & payments — View invoices sent by your firm, make one-time and recurring payments via ACH, card or Stripe, and access full payment history.
- Manage multiple accounts — Easily switch between several accounts — couples, multi-entity owners — within the same app.
- Built for security and ease of use — Face ID, fingerprint authentication, two-factor authentication, accounting-specific SOC 2 Type II certification and multiple internationally recognized data-protection standards.