Import documents using the web migration tool

TaxDome’s web-based migration tool lets you upload a large collection of client documents from your computer directly in the browser—no app installation required. It scans a local folder, automatically matches subfolders to your TaxDome accounts by name, and uploads files in resumable batches so you can pause and continue at any time.

Note

The migration tool is available in Google Chrome only.

Before you start

Make sure:

• Your client files are accessible to Chrome—either saved on your computer, in a cloud-synced folder (OneDrive, Dropbox, or Google Drive with offline sync enabled), or on an RDP environment where you’ll be running Chrome. If your files are only on a shared office drive or server, download them to your computer first

• TaxDome accounts already exist for each client you plan to migrate. The tool matches folder names to account names—any folder without a match is flagged and can be assigned manually during the mapping step

Tip

See our guide on migrating your client list to transfer your entire client database in bulk.

Step 1: Open the migration tool

1. Open Google Chrome and log in to TaxDome.

2. Go to Documents > Client docs from the left menu bar and select Migrate documents.

Step 2: Select a folder

1. Click Select folder.

2. In the browser’s file picker, navigate to the top-level folder that contains your client folders—one subfolder per client—and click Select.

The tool scans the folder and displays all subfolders found, along with the TaxDome account each one was matched to.

Step 3: Review and adjust the mapping

Before any files are uploaded, the tool shows a full mapping preview—one row per client folder. Review each row and make any needed corrections before starting the upload.

• Matched rows: confirm the account shown is correct

• Unmatched rows: click the searchable dropdown in that row and select the correct account

• No account yet: create the account in TaxDome first, then return to assign it

Once you’ve reviewed all rows, click Start upload.

Tip

Not all accounts need to be matched before you start. You can skip unmatched folders for now, run the migration, and create the missing accounts later. When you re-run the migration with the same folder, already uploaded files are skipped automatically—only the previously skipped folders will be processed.

Step 4: Monitor the upload

The tool uploads files in batches of approximately 500 MB. Progress is displayed per client folder.

• Oversized files are flagged in the tool and in the migration report and will not be uploaded.

• Unsupported file types and empty folders are skipped automatically. See this article for the full list.

Note

If the upload is interrupted—for example, if you close the tab or lose your connection—reopen the migration tool and select the same folder. The tool detects which files were already uploaded and resumes from where it left off.

You can download the migration report (CSV file) at any point during or after the upload. It lists the status of every file, including any that were skipped or flagged.

What to expect after the upload

Once the migration is complete, each client account’s Docs tab contains an Imported folder with the original subfolder structure preserved inside it.

The Imported folder is hidden from clients by default—only firm users can see it. To share specific files or folders with clients, update the visibility settings manually.

If you need to re-run the migration—for example, to upload a second batch or fix a mapping error—select the same folder again. Files that were already uploaded are detected and skipped, so no duplicates are created.

Note

On Windows, some files may fail to upload if their name contains special characters like ’ or &, or if they are stored in too many nested subfolders. Rename the affected files or simplify the folder structure, then re-run the migration.

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