Client Portal Your secure line to us.
Existing clients use the TreeStar client portal, powered by TaxDome, to exchange documents, sign, and message our team securely.
Log in to your portal
Go to treestarsolutions.taxdome.com/login and sign in with the email address you used to set up your account. Bookmark the page so you always land in the right place.
✦ Log in to the portal ↗What the portal is for
Send tax documents, statements, and records directly to our team instead of by email.
Review and sign engagement letters and other documents electronically.
Ask questions and get answers in a private conversation with our team.
Complete organizers and see exactly which items we still need from you.
First-time access
- 01 Watch for your invitation
When you become a client, you receive an invitation by email from our team.
- 02 Set up your login
Follow the link in the invitation to create your password and finish setting up your account.
- 03 Bookmark the login page
Save treestarsolutions.taxdome.com/login so you can return to it directly.
- 04 Check what is waiting
Look for any requests, organizers, or documents to sign.
Security habits that protect you
The portal is only as secure as the habits around it. These matter most:
- Never email tax documents, Social Security numbers, or bank details. Upload them to the portal instead.
- Use your bookmark or type the login address yourself rather than clicking links in unexpected emails.
- Use a strong password that you do not use anywhere else.
- Turn on two-step verification if your account offers it.
- Sign out when you finish, especially on a shared or public device.
- If a message that looks like it is from us asks for sensitive information outside the portal, call 530-399-0989 before you respond.
How we protect your information
Client tax and financial information is handled under your engagement letter through the portal, never through this website. The contact forms on this site collect only your name, email, phone, and a short message.
As tax return preparers, we are subject to federal rules that restrict how tax return information may be used and disclosed, including Internal Revenue Code §7216.
Portal help
I am locked out or forgot my password. What should I do?
Try the password reset option on the login page first. If you still cannot get in, call us at 530-399-0989 and our team will help you regain access.
I never received an invitation. What now?
Check your spam or junk folder for an email from our team. If it is not there, call us at 530-399-0989 and we will help you get connected.
Is there a mobile app?
TaxDome offers a client mobile app. If you would like to use the portal from your phone, call us and we can help you get set up.
Can I just email my documents?
Please do not. Email is not a secure way to send tax documents or personal information. Uploading to the portal keeps your files protected and in one place for our team.
How do I pay an invoice?
Online payments run through CPACharge. If you need help making a payment, call us at 530-399-0989.