New Client Portal through TaxDome (TY2020)
As of the 2020 tax year, Roseville Tax will be begin transitioning over to a new client management and client portal system. You will soon receive an invite to access the new system if you haven’t already. I have created an informational page with details on each component of the paperless preparation process along with several helpful tutorials. The process for you returns will be similar to how it has always been but with the convenience of the additional features with TaxDome.
I suggest bookmarking www.rosevilletax.taxdome.com in your web browser or see the document regarding instructions for downloading the mobile app. Please contact me if you have any questions at all or need assistance with the new system. Thank you!
Client Portal through ShareFile (TY2019 and prior)
Your prior year documents (tax year 2019 and prior) are still available on the old platform as we transition to the new one. You will be notified when your files have been transitioned over in full. In the meantime, you may access these files by logging in here.