Eliminate day count spreadsheets, automate residency telemetry tracking, and set proactive presence warnings. Domicile365 provides CPAs, tax attorneys, and wealth planners with an ironclad, cryptographically-secure dashboard to safeguard high-net-worth clients.
From NY statutory residency rules to multi-state convenience of employer compliance, help your clients manage their physical presence plan with absolute technical precision.
Monitor the tax day counts, residency states, and tracking telemetry of all your clients in a single, high-security dashboard. Review active lists and accept new access authorizations effortlessly.
Configure custom day limits (State, City, Province, Country) and safety trigger percentages (e.g. 90%). The system scans daily and sends you instant transactional email notifications when limits are approached.
Invite new clients to trial Domicile365 via email with a single click. The client receives an onboarding link to download the high-accuracy app with a **free 60-day trial**, automatically linking to your firm portal.
Avoid audit guessing games. Access highly precise, cryptographically-secure GPS logs containing client location records to build an ironclad defense against state tax residency audits.
Tired of notification spam? Alerts trigger only once per year. If log entries are corrected, or when a new calendar year begins, alert statuses automatically reset to "unsent" to keep your inbox clean.
We do not charge CPAs, tax attorneys, or financial planners. Your firm dashboard and client connection management are fully complimentary—clients simply download and pay for their app subscriptions.
State departments of taxation are increasingly aggressive, particularly in New York, California, Massachusetts, and Illinois. The burden of proof falls entirely on the taxpayer to document every single day of physical presence. Domicile365 gives your firm the high-accuracy tool required to manage risk proactively rather than retroactively.
Your clients run our cryptographically-signed location-tracking app directly on their mobile device (iOS/Android). The app records day counts in the background, minimizing manual effort and maximizing tracking continuity.
Runs in background, secure and battery optimized
Client grants read-only log access to their advisor
Deploy your advisor portal and connect clients in minutes.
Create your free advisor account at Advisor_SignUp.php. No setup fees, no credit cards required, and no ongoing platform maintenance charges.
Enter a client's name and email on your dashboard. Domicile365 instantly sends them an invitation to download the mobile app, granting them a **free 60-day app trial** automatically linked to your portal.
Set advisor-controlled safety limits (e.g. 180 days for New York). Get automatic email alerts the moment a client crosses their threshold. Track and view detailed logs, ready for audit submission.
Deploy your Domicile365 Advisor Portal today. Stay ahead of tax audits, automate manual telemetry logs, and set custom warning thresholds for free.