Documents
Store, share documents, get client approvals and request e-signatures with KBA
- Docs (Basic): Overview
- Docs (Basic): Top-Level Folders & Access Levels
- Docs (Basic): Upload Manually or Automatically
- Docs (Basic): Recent Documents
- Docs (Advanced): Request Docs From Clients or Third Parties
- Docs (Basic): Print, Save, Send Docs From a Tax Application to TaxDome
- Docs (Basic): Share Docs With Third Parties or Clients Without Portal Access
- Docs (Basic): Move Files and Folders & Change Their Visibility
- Docs (Advanced): The PDF Editor
- Docs (Basic): Request E-Feedback (Approve/Disapprove) From Clients
- Docs (Basic): Unrecognized File Types
- Docs (Basic): Scan to TaxDome
- Folder Templates (Basic): Create & Apply
- Windows App: Overview
- Documents: Troubleshooting
- Docs (Advanced): Seal Files
- Docs (Basic): Create Folders
- Docs (Basic): Rename Files & Folders
- Docs (Basic): Search for Files & Folders
- Document Statuses