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Documents

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

  • Docs (Basic): View History/Audit Trail
  • Docs (Basic): Preview, Edit, Download, Print & Filter
  • Docs (Basic): Deleting & Restoring Files and Folders
  • How TaxDome Protects You by Scanning All Files for Viruses
  • Docs (Advanced): Merge and Split PDF Files
  • Signatures (Basic): Two ways to Use E-Signing on TaxDome
  • Signatures (Basic): Request E-Signatures from Clients
  • Signatures (Advanced): Create & Apply Templates
  • Signatures (Basic): How to View & Cancel E-Signature Requests
  • Signatures (Advanced): Knowledge-Based Authentication (KBA)
  • Signatures (Advanced): Automate E-Signatures
  • Signatures (Advanced): Define Signing Priority
  • Windows App: Request E-Signatures
  • Scan Docs: Troubleshooting
  • Docs (Basic): Mark Docs as Read for Client
  • Docs (Basic): Client Done Uploading Notification
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