Creating a Virtual Drive on Your Desktop to Access Your TaxDome Files

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By Mary Cooper

updated 22 days ago

You can create a virtual drive right on your desktop, where you can view, keep, 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:

Setting up a Virtual Drive Using the TaxDome Windows Application

The easiest way to create a virtual drive is to use the TaxDome Windows Application. Once you've launched it and signed in, you will be prompted to create a virtual drive. Click YES, I'M SURE to set up a connection. 

If you've selected CANCEL instead, you can always connect later. Click the burger button on the right and select Connect TaxDome Drive.

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

Setting up a Virtual Drive on MacOS

To create a virtual drive on macOS, follow these steps:

  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 virtual 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 virtual drive, or remote WebDAV folder.


Setting up a Virtual Drive on Windows

If you can't use the TaxDome Windows Application for some reason, you can create a virtual 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 virtual 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 virtual drive, or remote WebDAV folder.

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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