TaxDome Lite
Using TaxDome Lite? All useful tips are in one place, here
- TaxDome Lite: Shortcodes
- TaxDome Lite: Templates
- Settings (Basic): Your Firm’s Setup
- CRM (Advanced): Custom Fields
- CRM (Basic): Contacts & Accounts
- CRM (Basic): Import a Client List
- Document Statuses
- Docs (Basic): Top-Level Folders & Access Levels
- Docs (Basic): Upload Manually or Automatically
- CRM (Basic): Client Account Notes
- TaxDome Drive: Automatically Keep Client Files Synced With Your PC
- Windows App: Overview
- Docs (Basic): Share Docs With Third Parties or Clients Without Portal Access
- Docs (Advanced): Request Docs From Clients or Third Parties
- Signatures (Advanced): Knowledge-Based Authentication (KBA)
- Signatures (Basic): Request E-Signatures from Clients
- Docs (Basic): Request E-Feedback (Approve/Disapprove) From Clients
- Folder Templates (Basic): Create & Apply
- Signatures (Advanced): Create & Apply Templates
- CRM (Advanced): Customize, Use & Remove the Client Portal Sign-Up Link