A Seamless Connection Between You and Your Advisor

Grant your Certified Public Accountant ("CPA") or financial advisor secure, read-only access to your residency data for effortless tax planning and compliance.

Empower Your Advisor

Tax season doesn't have to be a scramble. By sharing your residency data directly through Domicile365, you provide your advisor with the accurate, real-time information they need to give you the best advice.

  • Share with a Click: Invite your advisor from your account settings.
  • Maintain Full Control: Grant and revoke access at any time.
  • Simplify Tax Season: Eliminate the need for manual spreadsheets and guesswork.

A Powerful Tool for Professionals

As a tax professional, access to accurate client data is critical. The Domicile365 Advisor Portal allows you to monitor multiple clients, anticipate residency issues, and provide proactive, data-driven advice.

  • Unified Dashboard: Manage all your Domicile365 clients from a single, secure portal.
  • Real-Time Data: View up-to-date day counts and alerts for each client.
  • Download Logs: Export detailed client logs for in-depth analysis, record-keeping and audit support.

Getting Started is Easy

1

Invite

From your account settings, invite your advisor using their email address.

2

Accept

Your advisor receives an email to create their free account and accept your invitation.

3

Collaborate

Your advisor can now view your data to provide timely and accurate advice.

Ready to Share?

If you are a Domicile365 user, you can invite your advisor right now from your account settings.

Go to Your Settings

Are You an Advisor?

Create your free advisor account to connect with your clients and streamline your workflow.

Create Advisor Account