Request docs from clients in different ways
TaxDome offers many simple and secure ways to get documents from clients and third parties. Plus, they can even skip logging in to the portal if needed. Read on to find out all the ways clients and non-clients upload documents.
Request docs
In TaxDome, we suggest different options for requesting documents from your clients, either added to the web portal or from third parties. Below is brief information about each option's purpose, benefits, and limitations. Then, find out how to use each one.
| Feature | Generate a link | Chat | Organizer | Client request | ||
|---|---|---|---|---|---|---|
| Purpose | Сollect files from third parties or potential clients |
|
Request files from clients who prefer to communicate via email |
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Ask ad-hoc questions without requiring portal access. |
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| Benefit |
|
|
|
Files are uploaded inside the easy-to-follow questionnaire and saved to the client account. |
|
|
| A template is needed to create it | No | Yes/No | Yes/No | Yes | Yes/No | |
| Clients need to log in to upload | No | Yes | No | Yes | Yes/No | |
| Shareable link for the client | Yes | No | No | No | Yes | |
| Pipeline automations integration (once doc is received, a job is automoved | No | Yes (via checking task list items) | No | Yes (via submitting organizers) | Yes (via submitting requests) | |
| Automatic reminder | No | Yes (if the task list is not completed) | No | Yes | Yes | |
| AI tagging and naming support | No | Yes | No | Yes | Yes (for requests with the Required sign-in option enabled) |
Tip! Download the What is the best way to request documents cheatsheet to have in on hand.
File requests in documents
In Documents, a file request feature lets you create a quick link for a client or third party to upload files to the folder you specified. You can send the link to the recipient in any convenient way, and there is no need to access the portal to upload.
Request docs via client requests
Client requests are small questionnaires to urgently clarify missing or irrelevant information while working on a job. They could be sent either to the clients or to the third parties associated with them (for example, an assistant), and you may decide if they need to access the portal to upload or not. The documents will be uploaded to any subfolder of the default client folder with Client can view and edit 
access.
Request docs via organizers
Organizers are custom-tailored forms used to gather all the basic details and documents needed to begin working for a client. They are based on templates that can be designed to include as many file-upload requests as needed. Organizers can be sent only to clients; users must log in to complete them. You can add a folder for document uploads or allow your clients to upload files to any subfolder within the default client folder with Client can view and edit access.
Request docs via chats
Chats are threads where you can safely talk with clients and ask them for non-time-sensitive information. Documents can be attached to messages while creating them or afterward. Messages via chats can be sent only to clients; users must log in to view them and upload documents to chats.
To ensure a client remembers to follow up on a document request, make it a to-do task list or, if you need the document urgently, create a client request right from the chat thread.
Request docs via emails
Remember that requesting documents by email is not the most secure way of exchanging information. However, you may decide to use it if your clients prefer this type of communication.
When your email is synced with TaxDome, you’ll see all emails from clients in TaxDome’s Inbox+ and also under the Email tab of each client account profile. If you want to have all documents sent by clients saved automatically, enable the Automatically save attachments toggle. Attachments clients send via email can be autosaved to a default client folder with Client can view and edit access.
