Document management
Intro to how documents work in TaxDome: storage, permissions, e-signing, AI, and tax return delivery.
Documents: Overview
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Document and folder permissions
Doc permissions system provides granular, folder or document-level control over access for team members and clients.
Tax return intake & delivery: Overview
Step-by-step explanation on how TaxDome and Juno simplify tax return intake, data entry, and delivery.
TaxDome AI: Overview
Automatically rename and tag client-uploaded documents.
Ways to use e-signing in TaxDome: Overview
Overview for requesting e-signatures for forms, proposals and recurring payments.