New Windows app (Beta)

The new TaxDome Windows app is a redesigned desktop application built on modern cross-platform technology. Manage client documents directly from your computer: upload files, sync folders, and print to TaxDome without opening your web browser.

Work in progress

The new Windows app is currently available for Beta users. Docs on using it are being prepared. The legacy Windows app (version 3.x) remains available and both apps can be used simultaneously.

How is the new Windows app different from the old one?

The new Windows app offers the following key features:

• Unified integrated experience: TaxDome Drive and Printer built directly into a single modern app with a refreshed interface designed for smoother document workflows.

• Smart browser handoff: Advanced actions like requesting e-signatures, locking to invoices, or linking to jobs intelligently open in your web browser for the full experience where it works best.

• Built for modern Windows devices: Full support for both x64 and ARM processors with optimized performance. Faster sync, cleaner architecture, and ready for future workflow enhancements.

• Improved upload and sync handling: Better tracking of failed uploads with clear error visibility, plus more predictable folder moves, renames, and file replacements that reduce sync conflicts.

Technical details

Current version: 4.5 Beta, released February 19, 2026

Compatibility: Windows 11 (x64 or ARM architecture) or Windows 10 (x64 architecture)

Note

32-bit Windows systems are not supported.

Install the app

The app is available as a separate download for beta users.

Note

Before installing the latest beta version, uninstall previous app versions (4.x) if you have them installed.

Run the installer and follow the on-screen prompts to complete installation. Learn more about installing the Windows app .

Once you install the app, it installs both TaxDome Drive and the TaxDome Printer on your computer.

Sign in to the app

After installation, open the app from your Start menu or desktop shortcut.

1. Enter your TaxDome account credentials, or click Sign in with Google to sign in with your Google account.

2. Click Login.

3. Complete the verification (either email verification or two-factor authentication).

Note

SMS backup option is not yet available for the desktop app beta.

Manage documents via TaxDome Drive

Once installed, TaxDome Drive appears in File Explorer as a network location, letting you access client files just like any other folder on your computer. You can manage files using familiar tools: drag and drop between folders, copy, move, rename, or delete documents.

Files sync automatically between your desktop and TaxDome. Each file displays a status icon showing whether it’s synced, uploading, or is in the cloud. You can edit documents directly in TaxDome Drive using any application on your computer—changes are saved automatically to the client account without downloading or re-uploading.

Learn more about using TaxDome Drive in the TaxDome Drive guide .

Note

With the new Windows app, TaxDome Drive is now available on ARM-based devices (including Apple Silicon with Parallels).

Upload documents

You can upload documents to TaxDome through the app or by working directly with TaxDome Drive in File Explorer.

Upload via the app

1. Click the Upload icon in the app’s main menu.

2. Select one or more files to upload and click Open.

3. Rename the file (optional), and select the client account and folder for the files.

4. Click Upload.

The files upload to TaxDome and appear in the app, where you can monitor their status and take actions ( see below .

Upload via File Explorer

1. Open File Explorer and navigate to TaxDome Drive.

2. Browse to the client account and folder.

3. Copy or drag files from another location into the TaxDome Drive folder.

Read more about managing documents via TaxDome Drive in the TaxDome Drive guide .

File size limitations

Files larger than 200 MB cannot be uploaded to the app. For large files:

• These files may fail to upload
• Ensure they are optimized or split into smaller parts before uploading

Supported file types

The Windows app supports the following file types via the Upload button:

.pdf, .doc, .docx, .txt, .odt, .xls, .xlsx, .xlsm, .xlsb, .csv, .ods, .ppt, .pptx, .jpeg, .jpg, .png, .tiff, .gif, .eml, .msg, .xml, .json, .qbb, .qbo, .qbw, .nd, .tlg, .qbm, .qfx, .iif, .htm, .html, .sql, .pages, .dotx, .jfif, .pjpeg, .pjp, .apng, .bmp, .webp

For unsupported file types or specific needs, reach out to TaxDome Support.

App overview

Here’s what you can access from the app:

a. Document name and date: Shows the uploaded file’s name and the date and time of upload.

b. Client account and folder: Shows the client account and folder for each file uploaded through the app.

c. File actions menu : Edit, delete, notify clients, or access advanced options that open in your browser (e-signatures, invoice linking, access management).

d. Sync status: Shows the current TaxDome Drive sync status (connected/disconnected).

e. Sync button: Syncs files’ statuses with web app.

f. Feedback button: Opens the feedback form so you can provide feedback on the app.

g. Upload button: Opens the upload window to select files for uploading to TaxDome.

h. Settings: Opens application settings.

File actions in the app

Once the file is uploaded via the app, you can easily access common document actions:

• Edit: Change file name and description
• Delete: Remove document from TaxDome
• Send notification: Notify clients via email about an uploaded document

When the following actions are selected, the relevant page automatically opens in the TaxDome web app:

• Show on TaxDome: Open the document in your web portal
• Request e-signatures : Send documents for client to e-sign
• Manage access : Set individual permissions for team members and clients to view or edit the document
• Request approval : Request e-feedback from the client on the document
• Link to invoice : Lock the document to an invoice
• Link jobs : Link the document to a job in a pipeline

Note

Request approval and Link to invoice actions are available only for documents uploaded to folders with the Client can view access level.

No additional login is required after the redirect to the web portal. Once you complete the action in the browser, click Sync status in the app to refresh the document status.

Print to TaxDome

The TaxDome Printer is integrated into the app, letting you print documents from any Windows application directly to TaxDome. To do this:

1. Open a document in any application (Microsoft Word, Excel, Adobe Acrobat, etc.)

2. Click Print or press Ctrl+P.

3. Select TaxDome as your printer.

4. Click Print.

5. In the print window, choose the client account and folder.

6. Add a description or link to a job if needed.

7. Click Upload.

Learn more about uploading documents using the virtual printer .

Print documents as images

The app includes a Print documents as images option in Settings for handling documents that lose formatting when printed normally.

When this option is enabled, the app converts printed documents into image-based PDFs, preserving exactly how they appear on screen. This is useful for documents from tax software or other applications that look misaligned, partially cut off, or incorrectly formatted in standard PDF output.

Tip

Leave this option off for normal printing. Only enable it when you encounter specific formatting issues with particular documents or applications.

To enable this option:

1. Click Settings in the app’s main menu.

2. Enable the Print documents as images toggle.

Trade-offs:

• Larger file sizes
• Text is not selectable or searchable
• Form fields become non-editable
• Image-based rather than text-based PDF

Troubleshooting

If you experience issues while using the Windows app, follow these steps to troubleshoot common problems.

App not syncing files

If your files are not syncing properly:

• Verify your internet connection
• Ensure the app is running and you are logged in
• Check for updates to ensure you’re using the latest version

Issues with Print to TaxDome

If the Print to TaxDome feature isn’t functioning:

1. Go to Printers and select TaxDome.

2. Print a test page.

3. If nothing happens, open the app and click Feedback to report the issue. The support team will receive your logs and problem description.

4. Close the app, uninstall it, and reinstall. The printer will be reinstalled automatically.

Clear the app state

Warning

This operation clears the app’s local data and resets the app state. Only use this if instructed by support.

To clear the app state:

1. Close the app completely by opening Task Manager (press Ctrl + Shift + Esc), finding TaxDome in the list of processes, right-clicking it, and selecting End task.

2. Navigate to %AppData%\TaxDomeApp and delete the folder contents.

3. Restart the app and sign in again.

Report issues

If issues persist, use the Feedback button in the app to report the problem. Describe the steps to reproduce the issue—logs will be sent automatically to the support team.

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