Email (Basic): Save Attachments to Client Docs

You can save attachments from your clients' emails to TaxDome either manually or automatically.

How to save an attachment manually

When a client emails an attachment, you can save it to TaxDome as if the client had uploaded it themselves. Open the email & click Save to TaxDome next to the file - and that's it!

How to save attachments automatically

You can auto-save attachments emailed to you by clients. To turn this feature on, go to Settings > My account from the left menu bar, then turn the Automatically save attachments toggle. With this feature, attachments from clients' emails (MS Office docs, PDF files, and images) will auto-save inside the default client folder with Client can view and edit access level.

Note!

• If there is a file with the same name and size in the default client folder, then the new one will not be saved.
• If there is a file with the same name but of a different size in the default client folder, then the new file will be saved with the appropriate suffix (i.e. FileName (2).pdf).
• Files whose size exceeds 25 MB will not be saved.