CLIENT PORTAL

CLIENT PORTAL

20-20 Accounting Solutions utilizes TaxDome to digitally store, organize and distribute important documents with our clients. Through TaxDome, our clients will gain access to previous years’ tax information – including final tax returns, original client source documents (W-2s, 1099s, etc.) and utilize Chat features to communicate more efficiently with the team. Having 24/7 access to your records is more than convenient when financial records are necessary for refinancing, preparing taxes, or just keeping up with household budgets. All with the click of a mouse you will have a secure client portal to download files and collaborate with us, without compromising on security, privacy, or convenience.

CLIENT PORTAL

PORTAL FAQ

How can I access it?

You can get to the portal through the email notifications you will receive with new action items, through the login screen directly, or their mobile app.

How do I use it?

You will see any items waiting for action on your dashboard when you first sign in. Documents and chats will also be available to access from the dashboard.



If you have any questions during the set-up process, please send a message to Paige at paiges@2020acct.com.

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