MacOS App (Beta): Use TaxDome Drive to Keep Files Synced with Mac Automatically

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Work in progress! This feature is incomplete and currently available for Beta users. Docs on using the MacOS app are being prepared.

TaxDome Drive works the same way as Dropbox or Google Drive. Once you launch the application on your desktop and sign in, TaxDome Drive will connect automatically. You can then view, upload and manage all of your clients’ documents from the drive without them taking up precious space on your computer.

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How to use TaxDome Drive

Click on the  TaxDome App icon at the top right and select Open drive. You'll see all your clients organized by account folders containing all of your client files.

You can then drag any of them onto your desktop and vice versa, using all the familiar file-management tools.

The TaxDome drive will remain on your desktop. It allows you to access any of your TaxDome files without opening a browser to log in to your portal.

Uploading, copying or moving files and folders

When working on TaxDome Drive:

  • You can create top-level folders and subfolders inside them. Documents are uploaded into any of the subfolders or the top-level folders.
  • When you create top-level folders, they are created with the Private access level. Here's more on access levels.
  • You can rename and delete documents and folders, but you can't delete the default folder with the Client can view and edit access level and its content.
  • You can move files between folders (e.g., from Private/Docs to Firm docs shared with client/2024).
  • You cannot upload documents directly to account folders, you need to place them inside subfolders.
  • When uploading folders with documents, your original folder structure carries over.

Heads up!

  • You cannot move documents or folders from one client account to another. However, you can copy the documents/folders from one client account and move them over to another.

Editing files directly in TaxDome Drive

TaxDome Drive allows you to edit documents directly from Finder with any third-party applications you use on your computer. 

If you open a file in TaxDome Drive and make changes, the file automatically updates in the client account profile. You don’t need to download a file, make changes and upload it again.

Uploading files in bulk via TaxDome Drive

With TaxDome Drive, you can upload many documents to several client accounts at once. To upload documents in bulk, follow these steps:

  1. Create a folder on your computer that contains a subfolder with the name that corresponds to the account name on TaxDome. Then, repeat the folder structure that you use in your TaxDome accounts.
  2. You can also create additional folders that are not already on TaxDome. These will be created with a Private access level.
  3. Place the documents in your local folders. Remember that documents can’t be stored directly inside account folders: place them inside subfolders.
  4. Copy your local account folders onto TaxDome Drive.
  5. Here, you will have two options: Replace and Merge:
  • Replace: replaces all the folders with the ones you copy.
  • Merge: preserves the folders and only adds new documents or folders.

    To cancel the upload altogether, you can click Stop.

Disconnecting TaxDome Drive

To disconnect TaxDome Drive, click on the TaxDome App icon at the top right corner and click Disconnect. The drive will be disconnected, and you won't be able to access the client files. Once you reconnect it, all the files will be synced, and you will be able to open the drive again.

Leaving feedback

To leave feedback regarding the TaxDome application, click on Feedback from the same menu at the top right corner. Leave your comments in the form and click Submit.

We greatly value your feedback and are open to any suggestions you have to elevate your experience with TaxDome.

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