TaxDome Drive (Z:\) on Your Desktop to Access Your TaxDome Files

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By Mary Cooper

updated 1 day ago

Similar to DropBox, Google Drive, etc - you can create a TaxDome drive (Z:\ Drive) right on your desktop, where you can view, upload, and manage all of your clients’ TaxDome documents without them taking up precious computer space. 

Technically speaking, this is called a WebDav folder. Though its data is actually stored on another computer, or a remote server, you can see it and interact with it on your own screen. 

Once you’ve connected remotely to your TaxDome’s server, you’ll see a folder that contains all of your clients’ files, and you can drag any of them onto your desktop or vice versa, using the familiar file-management tools. 

The folder will remain on your desktop, and you can access your files without having to open a browser and log in to your account.

Covered here:

TaxDome Drive Rules & Limitations

Documents within TaxDome are organized into three silos, separated by permissions: Private, Public, and Client's Docs.

  • Private: Visible only to your firm
  • Public: Visible to firm + clients. Clients cannot modify these documents
  • Client's Docs: Visible to firm + clients. Clients can modify these documents


Create YEAR folders or place into UNSORTED

Within each silo, there is an Unsorted folder. You can also create YEAR folders. You can upload your files inside of any year or Unsorted folder.

  • Private
    • Unsorted
    • 2019
    • 2018
    • 2017
  • Public
    • Unsorted
    • 2018
    • 2005
      • Personal Docs
      • February 2005
    • Personal Docs
    • February 2005

  • You can upload to Unsorted or to a year (2015, 2016, 2018, etc) or to any subfolder inside the years (e.g. Private/Unsorted, Public/2018/BOOKKEEPING, or Client's Docs/2019).
  • You cannot create folders inside the top-level silo that are NOT a year or unsorted (see example above)
  • When saving a document to TaxDome drive from your browser or from any program, you can save it to any silo's subfolders.
  • When uploading folders with files, your original folder structure will carry over.
  • You can’t upload folders containing commas and periods.


Please note the following while working with contents of your mapped drive:

  • You can rename files and folders.
  • You can delete files and folders except the year folders. 
  • You can create folders, including the year ones (e.g., Private/Unsorted/Forms or Public/2019).
  • You can move files between folders (e.g., from Private/Unsorted to Public/2019).
  • You can edit your files.

Note. If you’re getting an error in File Explorer on Windows when trying to edit your folders, please reload the File Explorer window.

Install TaxDome Drive Using the TaxDome Applications

The easiest way to create a TaxDome drive is to use the TaxDome Desktop Application. Once you've launched it and signed in, you will be prompted to create a TaxDome drive. Click Yes to set up a connection.

Please note: The installation may take several minutes.



If you've selected No instead, you can always connect later. Click the three dots icon on the top ight and select Connect TaxDome Drive.

Windows: 

Now, open File Explorer. TaxDome will be added as a drive under This PC. You can view all of your clients’ files, copy them to your local folder(s), and drag-n-drop (see rules and limitations).


MacOS:

Now, open Finder. TaxDome will be added as a drive under Locations. You will see all of your clients’ TaxDome folders and files—a TaxDome drive, or remote folder. You can view all of your clients’ files, copy them to your local folder(s), and drag-n-drop (see rules and limitations).

Install TaxDome Drive on Windows Manually

If you can't use the TaxDome Windows Application for some reason, you can create a TaxDome drive on Windows manually.

1. Go to File Explorer by typing file in your Start menu or by clicking its icon on the taskbar.

2. Right-click on This PC, then select Add a network location.

3. The Add Network Location Wizard window will open. Click the Next button to continue.

4. Choose a custom network location, then click on the Next button.


5. Enter the address (the WebDAV path) in the Internet or network address field. This should be your firm’s TaxDome URL followed by /mapped_drive (e.g., https://yourfirmurl.taxdome.com/mapped_drive).  If you have a custom domain, you can use that instead (e.g., https://sampletaxfirm.com/mapped_drive). Now, click on the Next button. If you’re getting The folder you entered does not appear to be valid error, see the solution below.

6. In the login pop-up window, enter your TaxDome username and password, then click the OK button. If this is a computer that no one else has access to, you might want it to remember your login credentials by selecting the checkbox. This will prevent the computer from requesting your password again until it is changed.

Note: Only a firm owner or team members can access TaxDome using a TaxDome drive. Clients do not have this option. 

7. Name your TaxDome folder so that you can easily find it on your computer’s desktop. Click on the Next button to proceed.

8. Click Finish in the Add Location Wizard window.

Your computer should now open a window where you will see all of your clients’  TaxDome folders and files—a TaxDome drive, or remote WebDAV folder. You can view all of your clients’ files, copy them to your local folder(s), and drag-n-drop your local files to TaxDome (see rules and limitations below).


Install TaxDome Drive on MacOS Manually

If you can't use the TaxDome macOS Application for some reason, you can create a TaxDome drive on macOS manually.

1. Click anywhere on your screen to make the Finder toolbar show up at the top.  

2. Choose Go in the Finder toolbar, then select Connect to Server from the drop-down menu.

3. Enter the address (the WebDAV path) in the Connect to Server window. This should be your firm’s TaxDome URL followed by /mapped_drive (e.g., https://yourfirmurl.taxdome.com/mapped_drive). If you have a custom domain, you can use that instead (e.g., https://sampletaxfirm.com/mapped_drive). Now, click the Connect button.

4. In the next pop-up, click the Connect button again. 

5.  In the pop-up login window, enter your TaxDome username and password, then click the Connect button. If this is a computer that no one else has access to, you might want to add your login credentials to your Mac keychain by selecting the checkbox. This will prevent the computer from requesting your password again until it is changed. 

Note: Only a firm owner or team members can access TaxDome using a TaxDome drive. Clients do not have this option.


Your computer should now open a window where you will see all of your clients’ TaxDome folders and files—a TaxDome drive, or remote WebDAV folder. You can view all of your clients’ files, copy them to your local folder(s), and drag-n-drop your local files to TaxDome (see rules and limitations below).

Install TaxDome Drive on Windows Server

Your administrator must install the WebDAV Redirector (as an administrator via PowerShell) before you can set up a TaxDome Drive:

1. Run the following command (you will need to reboot the server then):

Install-WindowsFeature WebDAV-Redirector –Restart

2. After the reboot, verify that you have the WebDAV-Redirector feature installed:

Get-WindowsFeature WebDAV-Redirector | Format-Table –Autosize

For more details please see: https://theitbros.com/installing-webdav-client-windows-server-2016/

3. To test that WebDAV is working, run this in the Command Prompt window:

net use z: https://simpsonstax.taxdome.com/mapped_drive/

4. In the registry key HKLM\SYSTEM\CurrentControlSet\Services\WebClient\Parameters.

BasicAuthLevel — Set it to 2 (Basic authentication enabled for SSL shares and for non-SSL shares.)

Troubleshooting

If you’re getting The folder you entered does not appear to be valid error while trying to connect on Windows:


  • Make sure that the address you are using to connect to the server, the WebDAV path, is spelled correctly. You can also try the alternative WebDav path \\yourfirmname.taxdome.com@SSL\mapped_drive

  • Check that WebClient Service is running: You can find Windows Services Manager by typing services in your Start menu, then locate WebClient in the list and check its status.

If the status does not show the word Running, right-click on WebClient, then select Start.



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