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Documents

Store, share documents, get client approvals and request e-signatures with KBA.

  • Documents, Overview
  • Uploading Documents
  • How to Request Documents From Clients or Third Parties
  • Locking a Document to a Bill
  • How Do I Get a Document From My Tax Program to TaxDome?
  • Sharing Documents With Third Parties And Clients Without Portal Access
  • How to Move Documents & Folders
  • Electronic Signatures in Documents
  • Request Electronic Feedback: Approve and Disapprove Documents
  • The TaxDome Desktop Applications (Windows & macOS)
  • Disallowed File Types
  • Scanning Documents to TaxDome
  • Custom Folder Templates
  • Contracts
  • TaxDome Windows Application
  • Documents: Troubleshooting
  • How Do I Prevent Clients to Make Changes to Docs (Seal)
  • How to Create Folders
  • How to Rename Files/Folders
  • How to Search for a File/Folder
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  • Documents
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