Windows app explained

Table of Contents

Download the app
Windows app at a glance
Windows app vs web portal
Access and permissions
Get started with the app

The TaxDome Windows app lets you work with client documents directly from your computer—locally or on a hosted desktop. TaxDome Drive and the TaxDome Printer are built in.

Download the app

Current version: 4.7.2, released May 21, 2026

Compatibility: Windows 10 x64, Windows 11 x64 or ARM64. 32-bit Windows systems are not supported.

Download—ARM64 Download—x64

Tip

Not sure which one you need? Check your Windows device type here .

Windows app at a glance

Here is what you can do with the Windows app:

Sync client files via TaxDome Drive : TaxDome Drive appears in File Explorer as a network location, letting you access, upload, and edit client files the same way you would any folder on your computer. Changes sync automatically with TaxDome.
Print documents from any Windows application: The built-in TaxDome printer lets you send documents from tax software or any other program directly to a client folder without opening a browser.
Upload files via the app: Upload one or more files, select the client account and folder, and track upload status in the app.
Take actions on uploaded files: Edit file names, delete files, or notify clients directly from the app. Advanced actions—e-signatures, invoice linking, job linking, and access management—open in your browser automatically with no additional sign-in required.

Windows app vs web portal

Windows app—best for document-heavy workflows on your desktop: syncing client files via TaxDome Drive, printing directly from tax software, and uploading files. Use it when you need fast file access without opening a browser.
Web portal—the full TaxDome experience: client communications, invoicing, e-signatures, organizers, pipeline management, and more. Use it for everything beyond document handling.