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Client Knowledge Center

Welcome Jayd Advisor’s Client Knowledge Center, conveniently located on our website to help you have a seamless experience with Jayd Advisors.

Below you’ll find videos and resources to help you on your journey to craft your financial future with confidence.

TaxDome logo

TaxDome is Jayd Advisor's tax processing software.

Download TaxDome Client Portal mobile app on iOS & Android

Client Portal Overview

See everything you can do inside the TaxDome Client Portal. Easily upload and view documents, exchange messages with your firm, schedule appointments, fill out organizers, and sign contracts and documents.

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How to Use the Mobile App to Scan Documents

With the TaxDome Client Portal Mobile App, you can take photos of documents, crop in the app, and easily upload them to your portal. Watch this video for details!

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How to Install the Tax Dome Client Portal App

The TaxDome Mobile App is a quick way to be in touch with your accountant no matter where you are. Take photos of documents, sign your contracts, pay bills, and more. Find out how to install and set up the app from the video.

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Tasks in Chats

Keep a good and organized record of completed tasks from your accountant's to-do list.

Check off all of your tasks from the list.

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How to Start Using TaxDome as a Client

The client portal allows you to securely communicate with your accountant, exchange documents, pay bills, and more.

In this video, you will learn how to activate your account and what are the main sections of your portal.

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Click here to download our Tax Season Checklist >>

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