Migrate docs

Export documents from other platforms and import them into TaxDome.

Migrate docs to TaxDome in 3 steps

Migrate client docs to TaxDome in 3 steps: export folders, create matching accounts, and import files.

Bulk-import client documents into TaxDome directly from your browser, with automatic account matching and resumable uploads.

Export documents from Drake by gathering client folders from the archive.

Learn how to transfer documents from FileCabinet CS to TaxDome.

Download documents from Google Drive and import them into TaxDome.

Easily transfer your documents from ShareFile to TaxDome

Learn how to export client folders from SmartVault and import them into TaxDome.