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 Documents to Invoices
- 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 and Folders & Change Their Visibility
- Built-In PDF Editor
- Adding and Requesting E-Signatures on 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: Setting Them Up & Getting Them Signed
- TaxDome Windows Application
- Documents: Troubleshooting
- Sealing Documents to Prevent Changes From the Client Side
- How to Create Folders
- How to Rename Files/Folders