Check us out on BrokerCheck

10 Allen Street, Suite 3A
Toms River, NJ 08753-7652

 

Office: 732-244-2323
Fax: 732-244-1571

Your Secure Online Portal for All Tax Documents & Communication 

Welcome to the Koerner & Koerner Client Portal, powered by TaxDome, our secure platform for exchanging documents, signing forms, reviewing returns, and communicating with our firm throughout the year. TaxDome allows us to work together securely, efficiently, and conveniently, especially during tax season.

What You Can Do in TaxDome

Upload and download tax documents

Send us W-2s, 1099s, brokerage statements, organizer info, and more—securely.

E-sign tax documents

No printing, scanning, or emailing required.

Approve your tax return 

We will notify you as soon as your return is ready for review.

Pay invoices

Fast, encrypted payments integrated directly in your portal.

Download the Mobile App

Upload documents, take photos, and receive notifications on the go.

Helpful Tips

  • Enable email notifications to stay updated.
  • The mobile app is great for snapping pictures of tax documents.
  • Use the Messages tab to securely communicate with us (instead of email).
  • All documents remain securely stored—even from prior years.

Frequently Asked Questions

Do both spouses need separate accounts?
We encourage individuals filing jointly to maintain separate accounts. This makes it easier for each spouse to securely access and sign documents independently when electronic signatures are required.


Is TaxDome secure?
Yes. TaxDome uses bank-level encryption and multiple layers of security.

Can I still email documents?
For security reasons, we strongly recommend using the portal instead of email.

Will prior year tax returns be uploaded?
We will gradually upload historical documents as we transition your records.

Do I need the mobile app?
No, it’s optional. You can use TaxDome from any computer or tablet.

Can I have both a business and a personal account in TaxDome? 

Yes. If you are a business owner, you can use one login to access both your personal and business TaxDome accounts. Switching between them is simple:

  1. Log in and click your name/profile icon in the upper-right corner.
  2. Choose the account you want to open.
  3. Your dashboard will update instantly to the selected workspace.