Mobile App: Working with documents
Access clients' documents, save them to your device, print them instantly, or move them to another folder—all from your mobile.
Tip! We recommend using the browser version or the Windows app if you need specific features, such as editing document content or bulk uploading.
View documents
If you want to view a particular client's document, go to the Accounts screen and tap on the client whose documents you want to view. Then, open the Documents tab, navigate to the folder and open the file.
Search for documents
Tap the search icon at the top right corner to find a particular document. Type the document's name in the search field, select Documents and open the file.
Document options
When you access documents from a mobile app, you can:
- Edit file: Change the file name and/or description.
- Print: Print a document. Note: The device must be paired with a printer.
- Download: Download a document to your mobile device.
- Delete: Delete the file from TaxDome. Note that you can't undo the action. However, you can restore the file you accidentally deleted by accessing the Trash on the web app.
To access these features, please open the document according to the instructions above, tap the three dots in the top right corner, and select the desired item from the menu.
Folder options
The following options are available for folders in the mobile app:
- Move: Move a document to another subfolder within the same folder or to another folder to change an access level. For example, from Client uploaded documents > Firm docs shared with clients or Private.
- New folder: Create a new folder on the level of default folders (Client uploaded documents, Firm docs shared with clients, and Private). Open the client documents, tap New folder, type the name (e.g., Contracts), set an access level and tap Create.
