About TaxDome

TaxDome Makes Getting Starting Easy

Adair Advisory Group uses TaxDome to make the client onboarding process easier, more organized, and more secure. Through the TaxDome client portal, you can complete your organizer, upload documents, answer basic questions, and keep important information in one place.

Instead of sending sensitive documents back and forth through email, TaxDome gives you a central place to share information and communicate with our office. It helps us understand who you are, what you are looking for, and whether a fit meeting is the right next step.

What You Can Do In TaxDome

Create a secure client portal account

Upload important tax and financial documents

Complete organizers and questionnaires

Review requests from our office

Send secure messages

Access information from a computer or mobile device

Sign documents electronically when needed

Why We Use TaxDome

Good planning starts with good information. TaxDome helps us collect what we need up front so conversations can be more focused, useful, and productive.

Once your TaxDome account is created, we can review your information, understand what you are trying to accomplish, and determine the best next step. For many clients, that means scheduling a fit meeting and beginning a broader conversation around tax planning, investments, retirement, business planning, or exit strategy.

Getting Started

If we send you a TaxDome invitation, simply follow the link, create your account, and complete the requested organizer. The process is designed to help us learn the basics before we meet, so we can spend more time talking about what matters most to you.

Get Your TaxDome Access

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