Secure Access to Your Tax and Accounting Information
Woodard & Associates CPA uses TaxDome to provide clients with a secure, convenient portal for managing tax and accounting information.
Through the client portal, you can securely exchange documents, respond to requests from our team, complete tax organizers, sign documents and engagement letters, review invoices, and communicate with us throughout your engagement.
CLIENT PORTAL
What You Can Do in the Portal
Your TaxDome client portal gives you one secure place to work with Woodard & Associates CPA.
You can use the portal to:
- Upload and download tax and accounting documents
- Complete organizers and information requests
- Review and electronically sign documents and engagement letters
- Communicate securely with our team
- View outstanding tasks and requests
- Review invoices and payment information
For sensitive financial or tax information, please use the secure client portal rather than sending documents by regular email.
How to Sign In
Existing Clients
Select Client Portal above to open the Woodard & Associates CPA secure portal.
Sign in using the email address associated with your account and your TaxDome password.
First-Time Users
If this is your first time using the portal, look for an invitation email from Woodard & Associates CPA.
Select the activation link in that email and follow the instructions to create your password and activate your account.
Once your account is activated, you can return to the Client Portal anytime using your email address and password.
Need Help?
If you have trouble accessing your account or have questions about using the portal, please contact our team.