What Happens to Your TaxDome Account When You Die
Quick Facts
Type
CPA practice management
Documents
Tax docs & messages
Access
Client portal login
Step-by-Step Guide
Log in to TaxDome client portal
Access the TaxDome portal using the decedent\'s credentials. The URL is specific to the CPA firm.
Download all documents
Navigate to the Documents section and download every file, including tax returns, organizers, and supporting documents.
Review messages and tasks
Check the Messages section for any pending requests or incomplete tasks from the CPA.
Contact the CPA firm
Notify the CPA firm of the death and discuss final return filing and any outstanding tax matters.
Document Now Checklist
- Download all documents from the TaxDome portal
- Note the CPA firm\'s name and contact information
- Note the portal login email and URL
- Check for any pending tasks or requests
Last verified: June 2026. Platform policies may change. Verify current procedures directly with TaxDome. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Final Income Tax Return (Form 1040)
The final income tax return covers January 1 through the date of death. It must be filed by April 15 of the year after death. Late filing triggers penalties and interest.
Estate Income Tax (Form 1041)
Form 1041 is required if the estate generates more than $600 in gross income during any tax year while it remains open. Income includes interest, dividends, rent, and capital gains earned by estate assets after the date of death.
Estate Tax Return (Form 706)
Even if the estate is below the federal threshold, you may still need to file Form 706 to elect portability — which transfers the unused exemption to the surviving spouse. This election is critical and must be made on a timely filed Form 706.
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