TaxDome Drive: Automatically Keep Client Files in Sync With Your PC/Mac
TaxDome drive (Z:\ Drive) works the same way as Dropbox or Google Drive.You can view, upload, and manage all of your clients’ documents without them taking up precious space on your computer. All that data will actually be stored on another computer—a remote server—but you’ll still be able to see it and interact with it on your own screen.
How to Use TaxDome Drive
Once you’ve connected remotely to the TaxDome server, you’ll see a folder that contains all of your clients’ files, and you can drag any of them onto your desktop or vice versa, using all the familiar file-management tools.
The folder will remain on your desktop, and you can access your TaxDome files without having to open a browser and log in to your account.
Documents on TaxDome are sorted into three locations by type: Private, Public, and Client’s Docs. Each type has its own permissions:
- Private are visible only to your firm.
- Public are visible to your firm and clients. Clients cannot modify these documents.
- Client’s Docs are visible to your firm and clients. Clients can modify these documents.
Inside each of the three locations, you can create any folders. Files are uploaded into any of these folders or to inside a top-level silos. However, you cannot create folders or upload files right to the account's folder.
- When uploading a document to your TaxDome drive, you can save it to any folder.
- When uploading folders with files, your original folder structure carries over.
- You cannot upload folders with names that contain commas or periods.
- You cannot move files or folders from one client account to another. However, you can copy the files/folders from one client to another.
- You cannot upload zip archives to TaxDome Drive. Please use the desktop app or web app if you need to upload zip archives.
When working on your TaxDome drive:
- You can rename files and folders.
- You can delete files and folders except for main locations (Private, Public, and Client’s Docs).
- You can create folders inside your main locations.
- You can move files between folders (e.g., from Private/Docs to Public/2019).
- You can edit your files using any third-party apps you're using on your computer.
Note: If you get an error in File Explorer on Windows when editing your folders, reload the File Explorer window to fix the problem.
Installing TaxDome Drive
To create a TaxDome drive, use the TaxDome Desktop application for Windows or macOS. Once you’ve launched the application and signed in, you will be prompted to create a TaxDome drive. Click Yes to set up a connection.
Note: The installation may take several minutes.
If you’ve clicked No, you can always connect later. Click the three-dots icon on the top right and select Connect TaxDome Drive.
Open File Explorer. You’ll see that TaxDome has now been added as a drive under This PC. You can view all of your clients’ TaxDome files, copy them to folders, as well as drag-and-drop (see How to Use TaxDome Drive).
Note that you will be able to use TaxDome drive only when you’re logged into the app
Open Finder. You’ll see that TaxDome has now been added as a drive under Locations. You can view all of your clients’ TaxDome files, copy them to folders, as well as drag-and-drop (see How to Use TaxDome Drive).
Disconnecting a TaxDome Drive
If you need to disconnect a TaxDome Drive, you can do it one of the following ways:
- Close the TaxDome App,
- Click the three-dots icon on the top right of the TaxDome App and select Disconnect TaxDome Drive, OR
- Right-click on TaxDome App tray icon, then select Disconnect TaxDome Drive.