Client portals
Choose your portal
Potrus CPA uses two client portals — each for different things. Pick the one you need below.
TaxDome
Documents · e-sign · messages
Upload tax documents, e-sign engagement letters and returns, view invoices, and send secure messages to your CPA team.
Open TaxDome
Tax Strategy Portal
Planning · estimates · deliverables
Quarterly estimated taxes, accountable-plan reimbursements, the Augusta rule, family employment plans, and other planning deliverables.
Open Tax Strategy Portal
Not sure which one to use? Most clients use TaxDome for everyday document exchange and Tax Strategy Portal for planning work your CPA has set up. If you're still unsure, email us at hello@potruscpa.com.