Docs Section Overview


By Mary Cooper

updated 26 days ago

The Docs section contains all the documents you have for each of your clients. You can access these, to view or to download them, by individual client. To do so, go to Clients, click on a client’s name, and then navigate to the Docs tab. Here, you will see five ubtabs that help you stay organized:

  • Private: By default, all documents that firm members upload to TaxDome go only to this section. These documents are not visible to the client. This is your safe place for storing your drafts, reference materials needed for tax preparation, proprietary spreadsheets, such as Proseries or Lacerte files, documents prepared for the client by your firm, or any other documents you can think of.

  • Public: All documents that you have shared with your client. These documents are visible to the client. 

  • Client’s Docs: documents uploaded to TaxDome by the client or by you on behalf of a client. 

  • Approvals: public documents prepared by your firm that the client has paid for and are either approved or awaiting approval by the client. Information regarding the status of the document is available here.

  • Signatures: public documents for which client's signature was requested.

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