Welcome!

Our secure TaxDome client portal app is live!

Start here with quick links, short videos, and step-by-step guides for common tasks like uploading documents, e‑signing, messaging, and paying invoices.

1) New here? Get started with these essentials

Tip: Wait for your invitation email from Palmer Hammond Inc before creating your account to ensure everything links properly.

No. Please wait for the Palmer Hammond Inc invitation email so your account links correctly. Once received, click the activation link and set your password.

Yes. Many actions can be completed directly from secure email links, but the portal is your hub to see everything in one place.

Yes—download the TaxDome Client Portal app for iOS or Android. It supports scanning documents, e‑signatures, messaging, and payments. See Step 2 below.

2) Use the mobile app (optional but recommended)

The mobile app includes a built‑in scanner for clean PDF uploads and supports messaging, e‑signatures, payments, and more.

Need Help? Click Here: Client Mobile App: Features & Setup

3) Quick How-To Videos

Client Portal Overview

How to Start Using TaxDome as a Client

Mobile App: Quick Tour

4) Common Client Tasks – Step-by-Step Tutorials

Upload Documents

E-Sign Documents

Pay Invoices

Send A Message

Manage Payments & Billing

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Professionals associated with Palmer Hammond may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Palmer Hammond, Inc., and not affiliated with LPL Financial. Tax/accounting related services offered through Palmer Hammond, Inc. DBA Palmer Hammond. Palmer Hammond, Inc. is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax/accounting related services. The LPL Financial representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
www.lpl.com/crs | brokercheck.finra | FINRA | SIPC