Folder templates explained

Folder templates are reusable folder structures you define once and apply to client accounts — manually or automatically. They ensure every client account has a consistent, organized document structure from day one.

Folder templates at a glance

Every client account in TaxDome has three top-level folder locations. A folder template defines the subfolder structure within each of them:

• Private — visible only to your firm. Use it for workpapers, drafts, or sensitive internal documents.
• Firm docs shared with client — for documents sent to clients, such as e-signature requests or finalized returns.
• Client uploaded documents — a designated area where clients upload files. Any document requests you send will appear here.

Here is what you can do with folder templates:

• Create reusable structures — define a folder hierarchy once and apply it to any number of accounts. Create a folder template .
• Apply to accounts — apply a template to a new or existing account to instantly build the folder structure. Apply a folder template .
• Set a default — designate one template as the default so it is automatically applied to every new account. Set the default .
• Automate folder creation — apply templates via pipeline automation so the right structure is created without manual work. Apply folder templates automatically .

How folder templates work

1. Create a template — define the folder hierarchy in the template editor. A common approach is to organize folders by year and service type.
2. Apply the template to an account — when applied, TaxDome merges the template’s structure into the account’s existing folders.
3. Folders are created, not replaced — applying a template is non-destructive. Folders that already exist in the account are not duplicated or removed; only missing folders are added. Re-applying a template later follows the same logic.

Note

Editing a template after it has been applied does not update the folder structure in existing accounts. To reflect changes, re-apply the template.

Access and permissions

Access to folder templates is split by action:

Firm owners and admins have both access rights by default.

Automate folder creation

Folder templates can be applied automatically via pipeline automations . When a job enters a specified stage, TaxDome applies the selected template to the client account — no manual action needed. This is useful for onboarding workflows or any recurring service where a consistent folder structure is needed from the start.

For a full description of template fields and options, see the folder template field reference .

Client view

Clients can see folders in the Docs section of their portal. Only folders inside Firm docs shared with client and Client uploaded documents are visible to them — folders in the Private location are never shown to clients.

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