Windows App: Overview
The Windows desktop application lets you interact with client documents directly from your computer — locally or on a hosted desktop. The MacOS application is coming soon!
Click the button below to download the desktop app and virtual drive
With the TaxDome Windows application, you can:
- View, edit and modify client docs directly from File Explorer. For example, you might need to edit an Excel spreadsheet
- Print client docs to TaxDome directly from any tax software in one click
- Request a signature from the desktop app right after you upload docs from any tax software
- Upload all files you need in bulk
Technical details
Current version: 3.82, released July 2, 2024.
Compatibility: Windows 10 64-bit, Windows 11 64-bit, Windows Server 2022 (including virtual servers and remote networks).
Useful links
To find out more about the TaxDome Windows app, explore the links below:
- Automatically keep client files in sync with your PC
- Upload docs from any tax software to TaxDome
- Upload docs to the Windows app
- Create accounts and contacts in the Windows app
- Request e-signatures in the Windows app
- Update the Windows app
- Download & install the Windows app
- Launch the Windows app & Sign in
- Change the language settings in the Windows app
- System requirements
- TaxDome Windows app: Troubleshooting
- Report an issue