Documents Overview

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By Mary Cooper

updated about 12 hours ago

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

  • Private: 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, but they can't delete or manage them. 

  • Client’s Docs: Documents uploaded to TaxDome by the client account or by you on behalf of a client account. Clients can delete these documents or move them between the folders. 

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

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

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