Levesque & Associates utilizes a secure client portal not only to protect your information, but to ensure that you are able to conveniently interact with our team. In our new portal, powered by TaxDome, you are able to send and receive personal documents, securely message our team, sign contracts, electronically complete questionnaires, and even pay invoices.
If you haven't received your activation email, please contact our office so that we may assist you.
Questions about the portal? Here are some helpful links:
- TaxDome Customer Help Center
- TaxDome Customer Academy
- How to Start Using TaxDome as a Client
- Client Portal: How to E-Sign a Contract
- Client Portal: Completing an Organizer
- Client Portal: Uploading Documents
- Client Portal: Two-Factor Authentication
- Get the iOS app
- Get the Android app
Looking for the old client portal? You may access it here. Please note that access to MyFirm360 will be discontinued in February 2023.