Proposals (Basic): View History/Audit Trail

You can always see the events that have taken place with a proposal. TaxDome’s audit log is sorted chronologically by the most recent event and allows you to find out when someone...

• ...created a proposal.
• ...viewed a proposal.
• ...signed a proposal.
• ...resent a proposal. 
• ...made changes to proposal.

To view a proposal’s history, go to the Proposals & ELs page either from the left menu bar, or inside the client’s account, click on the three-dots to the far right of a proposal, then click Audit Trail.

Here, find the definitions for what appears in the Audit Trail window:

• ACCOUNT NAME: the first and last name of the account user or the name of their business.

• USER: the first and last name and email address of the user who has accessed the proposal.

• EVENT: what has taken place with the proposal.

• SERVER TIME: the UTC time when the even occurred.

• CLIENT TIME: when the event took place in the user’s location. The difference between UTC and the user’s location time is also displayed.

• IP ADDRESS: the IP address of the user who made changes.

• BROWSER: the browser used when the event took place.

• OS: the user‘s operating system.

Tip! You can also access the audit trail attached to a proposal by printing it or downloading it as a PDF.