Client Center
Client Resource Center
Welcome Jayd Advisor’s Client Resource Center, conveniently located on our website to help you have a seamless experience with Jayd Advisors.
TaxDome is Jayd Advisor's tax processing software.
Below you’ll find videos and resources to help you on your journey to craft your financial future with confidence.
Apps
Select online apps from the list at the right.
You'll find everything you need to conduct business with us.
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.
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!
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.
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.
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.
Click here to download our Tax Season Checklist >>
Independent Contractors vs Employees
Connecting Bank Feed in QBO®
Procedures for a Bounced Payment
Receipts Capture and Categorize
At Jayd Advisors, we are dedicated to helping you craft your financial future with confidence.
Contact Us
Carmel Office:
11350 North Meridian St.
Suite 120
Carmel, IN 46032
P: (317) 843-1040
F: 317-843-1090
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