Documents
Upload, organize, and manage documents related to your practice.
Documents: Overview
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Document and folder permissions
Doc permissions system provides granular, folder or document-level control over access for team members and clients.
Document statuses
Find out what stage a document is in, such as Signed or Pending Approval.
Files & folders
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome AI
Use AI to rename and tag client docs automatically
Link documents to jobs
Access to documents right from the job card and make the job automove through the pipeline.
Documents: Troubleshooting
Learn how to resolve common document issues in TaxDome.