Migrate docs to TaxDome in 3 steps

Migrating your client documents to TaxDome doesn’t have to be complicated. Following the process described below will ensure a smooth transition from your previous platform. Whether you’re exporting from Google Drive, SmartVault, or Drake, this guide will help you replicate your clients’ folder structures effortlessly.

Step 1. Export documents from your previous platform

In TaxDome, the documents are always stored inside the client’s account, so each document always refers to one client. You can have any folder structure inside each client account.  This way, if you now have your client data in another application, the first step of moving it to TaxDome is to have it exported to your computer so that each client’s files are located inside a folder named after the client. Learn how to obtain data in folder format for each client, with the desired nested structure of subfolders and documents inside them, using the needed guide:

• Export docs from Google Drive

• Export docs from SmartVault

• Export docs from Drake

Note

The migrating process for FileCabinet differs drastically. So, if it’s your platform, proceed with the separate guide.

Step 2. Make sure accounts are created in TaxDome

When you’re done exporting the folders from the previous platform, ensure you have accounts created in TaxDome for each client. The quickest way  to do that is to prepare a CSV file with your CRM data and then import it into the system . 

If you already have your client documents organized in the appropriate folders,  the best practice is not to use a folder template while importing the client list. This way, all client accounts created during import will have only one default folder for clients’ documents, which cannot be removed .

Step 3. Import docs

Once you have client accounts created in TaxDome and client data prepared, you can import your client documents in three ways:

• Use the web-based migration tool . Available in Google Chrome on any operating system—no app installation required. The tool automatically matches client folders to TaxDome accounts, supports resumable uploads, and preserves your original folder structure. This is the recommended option for most firms.

• Use TaxDome Drive . Drag-and-drop or copy-paste folders directly. Convenient if your files are in different locations, but folder names must match existing accounts exactly—you cannot create accounts from within TD Drive.

• Use bulk upload in the Windows app . Lets you review each account match, create an account if one is missing, and apply a folder template in bulk. Available in desktop app v3.

Important

Bulk upload feature from the Windows app (v3) will be retired on August 20, 2026. See Upgrade to the new Windows app FAQ for details. As we transition to desktop app v4, we recommend using the web migration tool going forward.

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