Welcome, New Client
You're in good hands. Before we dive in, this page walks you through everything we need from you and everything we'll be doing for you throughout the year.
Welcome to Custom Accounting Solutions
A Personal Welcome from George Wood, CPA
Action required
What we need from you
To get your account set up correctly and start working on your behalf, we need a few things from you. Here's exactly what to do and why each item matters.
3 steps to complete
1. Accept your TaxDome invitation
2. Upload your prior 2 years of tax returns
3. Invite CAS as your accountant in QuickBooks Online
1
CHECK YOUR INBOX
Accept your TaxDome invitation
Check your inbox (and spam folder) for a TaxDome invite from CAS. You'll receive two separate invites — one for your Business portal and one for your Personal portal. Create your password and log in to both. Can't find the email? Let us know and we'll resend it.
2
DOCUMENT UPLOAD
Upload your prior 2 years of tax returns
Once inside TaxDome, go to Documents in the left sidebar and upload your two most recently filed tax returns — both business and personal. If you have both, upload all four documents.
3
QUICKBOOKS ONLINE
Invite CAS as your accountant in QuickBooks Online
In your QuickBooks Online account, invite us as your Accountant user — not Admin. This is a critical distinction: Accountant access gives us what we need to do our work without changing your company's ownership or billing settings.
Watch: How to invite CAS as your accountant in QBO (not admin)
Following Custom Accounting Solutions on social media keeps you informed, educated, and connected throughout the year — not just at tax time
Connect with us on social media
Stay connected
Why it's important to follow CAS
✓ Stay up to date on tax law changes and deadlines that affect your business
✓ Get practical tips on bookkeeping, deductions, and financial planning
✓ Be the first to know about CAS webinars, guides, and client resources
✓ Join a community of business owners navigating the same financial questions
Finding your way around TaxDome
Get comfortable
Your client portal is where everything happens. Here's a quick tour of the main sections you'll use and what each one is for.
Documents
Upload & e-sign
Upload your files, e-sign anything we send over, and download whatever we've prepared for you.
Organizers
Fill out questionnaires
Complete any questionnaires we need to prepare your documents accurately.
Contracts
Engagement letters
E-sign custom engagement letters that define the scope of our work together.
Settings
Manage your account
Add additional users to your account if you need to give someone else access.
ON THE GO
TaxDome iOS App
Log in with your email and password to access your portal from your iPhone.
ON THE GO
TaxDome Android App
Log in with your email and password to access your portal from your Android device.
Hear from one of our clients
Client testimonial
A real story about what working with CAS has meant for their business.
What's included
What CAS will do for you this year
Onboarding is just the beginning. Here's the ongoing work we do on your behalf throughout the year.
01
Bookkeeping & reconciliation
We'll keep your books current and accurate every month, so your financial statements are always ready when you need them.
02
Tax planning & filing
We identify deductions, plan for what you'll owe, and handle your personal, business, and corporate filings.
03
Compliance
We keep your business aligned with regulatory requirements so there are no surprises down the road.
04
Advisory check-ins
Regular conversations about your numbers — not just what happened, but what to do next.
05
CFO-level guidance
Ongoing forecasting and strategic guidance to support bigger financial decisions.
06
Always reachable
Questions come up — message us any time through TaxDome and we'll get back to you.
Bookmark these
Your resources
Keep these handy — you'll come back to them throughout your time as a CAS client.
CLIENT PORTAL
TaxDome
A secure place to sign documents, upload files, and access your tax documents throughout the year.
NEED A HAND?
TaxDome Client Help
Step-by-step instructions for signing documents, uploading files, and navigating your secure client portal.
LEARN THE PORTAL
TaxDome Client Academy
Short YouTube tutorials covering everything you can do inside your client portal.
CONTACT US
Reach CAS Directly
Call +1 541-200-7818 or email georgewood@casoregon.com. We reply within 48-72 business hours.
Custom Accounting Solutions — veteran-owned, 100% virtual CPA firm.
Call 541-200-7818 | georgewood@casoregon.com | We respond within 48–72 business hours
Any accounting, business, or tax information on this page is not a substitute for a formal written opinion and is not sufficient to avoid tax-related penalties. Communications through this portal are confidential and intended solely for the named recipient. If received in error, please contact us immediately.