How do I access and use the CAST Client Portal?

CAST Accounting uses TaxDome to provide clients with a secure, convenient place to exchange documents, complete questionnaires, review and electronically sign documents, communicate with our team, and manage invoices.

Cast Client Portal

How to Get Started

  1. Activate your account
    ‍    Look for an invitation email from CAST Accounting and select Activate Account. Follow the prompts to create your password.
  2. Sign in to your portal
    ‍    Visit the CAST Client Portal and sign in using your email address and password.
  3. Review your dashboard
    ‍    Your dashboard displays important updates and items requiring your attention, including messages, documents, questionnaires, signatures, and invoices.
  4. Complete your requested items
    Use the portal menu to: Upload, Review, Download, and Electronically sign documents, Send secure messages and Respond to requests from the CAST team. This is where engagement letter and invoice processing is housed as well.
  5. Download the Mobile App
    Access the CAST Client Portal from your phone or tablet by downloading the TaxDome Client Portal app:
    ‍Download for iPhone or iPad
    ‍    Download for Android
  6. Return whenever needed
    ‍    You can access the portal securely from a computer, tablet, or mobile device.

‍Need additional help? Visit the TaxDome Client Help Center for detailed instructions.