Creating a TaxDome Drive on Your Desktop to Access Your TaxDome Files
updated 3 days ago
Did you know that you could have a TaxDome drive (Z:\ Drive) on your desktop that works the same way as Dropbox or Google Drive? This way, you can view, upload, and manage all of your clients’ documents without them taking up precious space on your computer. All that data will actually be stored on another computer—a remote server—but you’ll still be able to see it and interact with it on your own screen.
Once you’ve connected remotely to the TaxDome 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 all the familiar file-management tools.
The folder will remain on your desktop, and you can access your TaxDome files without having to open a browser and log in to your account.
- The Dos and Dont’s of TaxDome Drive
- Installing a TaxDome Drive
- Disconnecting a TaxDome Drive
The Dos and Don’ts of TaxDome Drive
Documents on TaxDome are sorted into three locations by type: Private, Public, and Client’s Docs. Each type has its own permissions:
- Private are visible only to your firm.
- Public are visible to your firm and clients. Clients cannot modify these documents.
- Client’s Docs are visible to your firm and clients. Clients can modify these documents.
You can create YEAR folders for your docs or place them into the UNSORTED folders.
Inside each of the three locations, you’ll find an Unsorted folder, but you can also create year folders. Files are uploaded into either the year or Unsorted folders.
- Personal Docs
- February 2005
Personal Docs February 2005
- You can upload a document to an Unsorted or year folder (2015, 2016, 2018, etc.) or to any subfolder inside a year folder (e.g., Private/Unsorted, Public/2018/BOOKKEEPING, or Client’s Docs/2019).
- You can only create year folders inside the three main locations (see the example above for Public where the two folders have been crossed out; these are not year folders). Subfolders, on the other hand, can be whatever you want (see the example above for Public where the Personal Docs and February 2005 folders are inside the year folder).
- When uploading a document to your TaxDome drive, you can save it to any subfolder.
- When uploading folders with files, your original folder structure carries over.
- You cannot upload folders with names that contain commas or periods.
When working on your TaxDome drive:
- You can rename files and folders.
- You can delete files and folders except for year folders.
- You can create folders, including year folders (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 get an error in File Explorer on Windows when editing your folders, reload the File Explorer window to fix the problem.
Installing TaxDome Drive
To create a TaxDome drive, use the TaxDome Desktop application for Windows or macOS. Once you’ve launched the application and signed in, you will be prompted to create a TaxDome drive. Click Yes to set up a connection.
Note: The installation may take several minutes.
If you’ve clicked No, you can always connect later. Otherwise, click the three-dots icon on the top right and select Connect TaxDome Drive.
Open File Explorer. You’ll see that TaxDome has now been added as a drive under This PC. You can view all of your clients’ TaxDome files, copy them to folders, as well as drag-and-drop (see The Dos and Dont’s of TaxDome Drive).
Open Finder. You’ll see that TaxDome has now been added as a drive under Locations. You can view all of your clients’ TaxDome files, copy them to folders, as well as drag-and-drop (see The Dos and Dont’s of TaxDome Drive).
Disconnecting a TaxDome Drive
If you need to disconnect a TaxDome Drive, you can do it one of the following ways:
- Click the three-dots icon on the top right of the TaxDome App and select Disconnect TaxDome Drive, OR
- Right-click on TaxDome Drive in your file manager, then select Disconnect.
- The folder you entered does not appear to be valid error while trying to connect on Windows
- The file size exceeds the limit allowed and cannot be saved error while trying to download a file via the TaxDome Drive
The folder you entered does not appear to be valid error while trying to connect on Windows
If you’re getting this error message while trying to connect on Windows, try this:
Make sure that the address you are using to connect to the server—the WebDAV path—is spelled correctly. You can also try typing the alternative WebDav path: e.g., \\yourfirmname.taxdome.com@SSL\mapped_drive
- Check that the WebClient service is running: You can find the 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.
The file size exceeds the limit allowed and cannot be saved error while trying to download a file via the TaxDome Drive
If you’re getting this error message while trying to download a file via the TaxDome Drive, you need to change your registry settings:
Before making any change in the Registry Editor, make sure you have created a system restore point or made a backup of your Registry files.
1. Press Win+R, type regedit and hit the Enter button to open the Registry Editor, then navigate to the following location:
2. Double-click the FileSizeLimitInBytes key to modify it:
- If Hexadecimal is selected, make sure the value is set to 2faf080.
- If Decimal is selected, make sure that value is set to 50000000. If that value doesn’t solve your issue, try using this value: 4294967295.
3. Restart your PC. You should now be able to copy the file without having any issues.