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