How to Get Started
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You can message us directly in the portal anytime. All conversations stay saved for easy reference, and we respond promptly.
Access Your Secure Client Portal
By December 15, 2025, you’ll receive an email invitation to create your login for our secure client portal.
Follow the link in that email to set your password and sign in. Inside, you’ll find everything you need in one place — documents, messages, and tasks.
Review & Sign Your Engagement Letter
Once logged in, you’ll see your engagement letter ready for review.
Please read through it and sign electronically right in the portal — no printing or scanning needed. We are always available to answer any of your questions.
Complete Your Tax Organizer
After signing, you’ll find your tax organizer and document upload area.
Use these to share your tax forms, answer quick questions, and keep everything in one secure spot.
Once submitted, our team will review your information and begin preparing your return.
Upload Tax Documents Securely
How to Use The Client Portal
Message Our Team Directly
Review & Sign Engagement Letters
Access Your Prior Year Tax Returns
Complete Tax Organizers
Welcome DH
Clients!
We’re excited to welcome you to Bankhead Tax Advisors LLP! As part of your continued service, we’ve upgraded to a secure, all-in-one client platform called TaxDome.
Your data, documents, and communication are now managed in one place, safely, easily, and from any device.
Frequently Asked Questions
Who is Bankhead Tax Advisors?
Bankhead Tax Advisors is a family-owned CPA firm specializing in tax returns, proactive tax planning, crypto reconciliation, and bookkeeping. We combine modern technology with personalized service to simplify your tax experience and help you make confident financial decisions.
Is my information still secure?
Absolutely. We follow the same (and in many cases, enhanced) data security standards to protect your personal and financial information.
Will my pricing or service fees change?
Most pricing will remain consistent. If there are adjustments, we’ll communicate them transparently before any work begins.
Will my prior tax records and documents transfer over?
Yes. All your prior year returns, workpapers, and engagement files have been securely transferred into our new system to ensure a seamless transition. You’ll find them under “Documents” once you log in.
How do I upload my tax documents now?
You can securely upload all documents using our new client portal. Step-by-step instructions are included in your welcome email.
Will I need to sign a new engagement letter?
Yes, we’ll ask all clients to review and sign updated engagement letters reflecting the new firm name and terms. This ensures compliance with current regulations.
How do I contact my CPA or support team?
All communication is handled directly through our secure client portal. You can send messages to your advisor or our support team anytime within the portal. Our team strives to respond promptly and personally to every message.
Is there a fee to use the new portal?
No. It is free for all Bankhead Tax Advisors clients.
Are my upcoming deadlines affected by this transition?
No, your filing deadlines and extensions remain the same. We’re ensuring all returns stay on schedule during the transition.
Will there be any disruption in ongoing accounting or bookkeeping services?
No. Your recurring services will continue without interruption, now supported by an expanded team.
Are you accepting new clients or only serving existing ones?
We continue to welcome new clients. If you’d like to refer friends or colleagues, we’d be happy to assist them.