Client Portal
As a valued client, you get a secure, password-protected portal to share with Baer Tax Group, store and access your important tax documents from anywhere at any time.
Whether you're at work, at home, or on vacation, you always have access to your tax returns and documentation.
- TaxDome is a software solution that helps ease the communication between us and our clients. Here’s why we use it:
- Secure, intuitive client portal that is user-friendly even to those who aren’t tech savvy.
- Everything in one place: you can electronically sign documents, settle invoices, complete organizers, sign contracts without going to multiple websites all from the comfort of your mobile phone or computer
- Secure exchange of information & safety of your personal data. TaxDome has a built-in secure messaging system, where we can request information we need from you or chat in real time.
- If we need you to do something, you will receive timely notifications and will see an easy-to-read to-do list.
- Android and iPhone users can also download the TaxDome App.
Existing users — Click on the link to access to your assigned and highly secure client portal.
If you have not received an email from Baer Tax Group granting access to the Client Portal, you will need to Contact Us to request access. If you have separate business you can request access for the business, too.
instructions for the Baer Tax Group Client Portal
How to Activate your Account and Start using the Baer Tax Group Portal
Helpful videos for using the Baer Tax Group Client Portal
The Client Portal is a service we are offering you free of charge.
