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Documents

Store, share documents and get client approvals.

  • Docs (Basic): View History/Audit Trail
  • Docs (Basic): Preview, Edit, Download, Print & Filter
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  • How TaxDome Protects You by Scanning All Files for Viruses
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  • Docs (Basic): Mark Docs as Read for Client
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  • KBA (Basic): View History/Audit Trail
  • Automove (Basic): Move Job Automatically When Document Approved
  • Documents (Advanced): Link Documents to Jobs
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