TaxDome Drive: Automatically Keep Client Files in Sync With Your PC/Mac
TaxDome Drive works the same way as Dropbox or Google Drive. Once you launch the application on your desktop and sign in, you are prompted to create a TaxDome Drive. You can then view, upload, and manage all of your clients’ documents from the drive without them taking up precious space on your computer.
- How to Use TaxDome Drive
- Upload, Copy or Move Files and Folders in TaxDome Drive
- Saving Documents from Any Tax Software in TaxDome Drive
- Edit Files Directly in TaxDome Drive
- Installing a TaxDome Drive
- Disconnecting a TaxDome Drive
How to Use TaxDome Drive
Once you install TaxDome Drive on your desktop, you are remotely connected to our server. You’ll see a folder that contains all of your clients’ files. You can then drag any of them onto your desktop and vice versa, using all of the familiar file-management tools.
The TaxDome (Z:) folder will remain on your desktop, allowing you to access any of your TaxDome files without you having to open a browser to log in to your portal.
Documents on TaxDome are stored in three top-level folders: Private, Firm docs shared with client, and Client uploaded documents. Depending on where you store them, your documents will have different permissions:
- Private are visible only to your firm.
- Firm docs shared with client are visible to your firm and the client. Clients cannot modify documents here.
- Client uploaded documents are visible to your firm and the client. Clients can modify documents here.
Upload, Copy or Move Files and Folders in TaxDome Drive
Inside each top-level folder ( Private, Firm docs shared with client, Client uploaded documents), you can create folders. Documents are uploaded into any of these folders or top-tier locations. You cannot upload documents directly to or create folders inside account folders.
- When uploading a document to your TaxDome Drive, you can save it to a folder.
- When uploading folders with documents, your original folder structure carries over.
- You cannot upload folders with names that contain commas or periods.
- You cannot move documents or folders from one client account to another. However, you can copy the documents/folders from one client to another.
- You cannot upload zip archives to TaxDome Drive. Use the desktop app or web app if you need to upload zip archives.
When working on your TaxDome Drive:
- You can rename documents and folders.
- You can delete documents and folders except for main folders (Private, Firm docs shared with client, and Client uploaded documents).
- You can create folders inside the main locations.
- You can move files between folders (e.g., from Private/Docs to Firm docs shared with client/2020).
Note: If you get an error message in File Explorer on Windows when editing your folders, reload the File Explorer window to fix the problem.
Edit Files Directly in TaxDome Drive
TaxDome Drive allows you to edit documents directly from within Windows Explorer/Mac Finder with any third-party applications you use on your computer.
If you open a file in TaxDome Drive and make changes, the file will automatically update inside of the client account profile. You do not need to download the file, make changes, and upload it again.
Installing TaxDome Drive
To get TaxDome Drive on your computer, use the TaxDome Desktop application for Windows or macOS. Once you launch the application and sign in, you are prompted to create the drive. Click Yes to set up a connection.
Note: The installation may take several minutes.
If you click No, you can always connect later. If not, 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. Now, you can view all of your TaxDome client documents, copy them to folders, as well as drag-and-drop them (see How to Use TaxDome Drive).
Note: You will be able to use TaxDome Drive only when you’re logged into the application.
Open Finder. You’ll see that TaxDome has now been added as a drive under Locations. You can view all of your TaxDome client documents, copy them to folders, as well as drag-and-drop them (see How to Use TaxDome Drive).
Disconnecting a TaxDome Drive
If you need to disconnect TaxDome Drive, there are two ways to do it:
1. First, close the TaxDome application.
2. Then click the three-dots icon on the top right of the TaxDome application and select Disconnect TaxDome Drive.
1. First, right-click on the TaxDome application tray icon.
2. Then select Disconnect TaxDome Drive.