Work with TaxDome Drive

TaxDome Drive appears in File Explorer as a network location after you install the Windows app . You can access, upload, and edit client files the same way you would any folder on your computer—files sync automatically with TaxDome.

How to use TaxDome Drive

Once you install the Windows app, you are remotely connected to our server. You’ll see a folder (drive) containing all your client files. You can then drag any of them onto your desktop and vice versa, using all of the familiar file-management tools.

TaxDome Drive will remain on your desktop. It allows you to access any of your TaxDome files without opening a browser to log in to your portal. You can also access and edit files offline .

TaxDome Drive will, by default, assign the most recent drive letter available, starting from the end of the list (for example, T:). If T: is already in use, it will then assign S:, and so on.

Coming soon!

Right-click actions from TaxDome Drive—including linking documents to jobs, requesting signatures, sealing documents, and marking documents as read—are not yet available in the new app. They are planned for Q4 2026. In the meantime, these actions are available from the web portal.

Upload files

1. Open File Explorer and navigate to TaxDome Drive.

2. Browse to the client account and folder.

3. Copy or drag files from another location into the TaxDome Drive folder.

The Windows app will automatically open and display the upload status.

Edit files

TaxDome Drive lets you edit documents directly from File Explorer using any application on your computer. If you open a file in TaxDome Drive and make changes, the file updates automatically in the client account—no need to download, edit, and re-upload.

Files with the Synced status can be edited offline. After editing, they remain in Uploading status and become Synced once you are connected to the internet.

Move, copy, and manage files

With TaxDome Drive, you can create top-level folders and subfolders inside them. Documents are uploaded into subfolders or top-level folders.

• When you create top-level folders, they are created with the Private access level. See more on access levels .
• You can rename and delete documents and folders, except for the default folder with the Client can view and edit access level.
• You can move files between folders (for example, from Private/Docs to Firm docs shared with client/2020).
• You cannot upload documents directly to account folders or create folders inside those.
• When uploading folders with documents, the original folder structure carries over.

Note

If you get an error in File Explorer when editing your folders, reload the File Explorer window to fix the problem.

Handle sync errors

If an error occurs while copying files to TaxDome Drive, the file is marked with an error icon in the app and an error message next to it.

Note

Some users report Excel files not saving the latest version. This is a known issue we are actively working on. Workaround: save a copy of the file locally, then drag it into TaxDome Drive.

Reference

Sync status icons

Folders and files in TaxDome Drive are marked with a status icon:

Icon	Status	Description
	Synced	The file or folder is downloaded to your desktop and synced with TaxDome. You can edit these files even while offline.
	Not synced	The file or folder is stored in TaxDome only. Open the file to sync it.
	Uploading	The file is being synced with TaxDome. Make sure you are connected to the internet.

Limitations

• You cannot upload folders with names that contain commas or periods.
• You cannot move documents or folders from one client account to another. You can copy them from one account and move them to another.
• You cannot upload zip archives to TaxDome Drive. Use the web app to upload zip archives.

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