Files & folders
Tools for uploading, organizing, editing, sharing, and securing client files.
Upload documents
Explore how to add files to the system from web portal, desktop or mobile app, and more.
Print, save, send docs from any application to TaxDome
Move documents from tax programs like ProSeries, Lacerte, Drake, and others to TaxDome.
Recent documents
Find all documents that have undergone an action (been uploaded, sent, signed, etc.) in the last 30 days.
Manage documents
Preview, edit, print, download, tag, and filter client documents in TaxDome.
Share docs with third parties or clients without portal access
Share any file uploaded to TaxDome with a non-client, such as a mortgage banker or a lawyer.
Rename files & folders
Change the name of any document or folder.
Request files from clients and third-parties
Different ways of requesting documents from clients or third parties.
Bulk actions with documents
Manage multiple documents and folders at once by sharing, moving, downloading, and marking them as read.
Create & apply folder templates
Create folder templates to build reusable structures for organizing client documents.
Move files and folders & change their visibility
Organize documents by moving them or changing folder visibility settings.
Create folders
Create unlimited folder structure with customizable access levels.
Delete & restore files and folders
Delete documents and folders in TaxDome, restore them from Trash, or remove permanently.
Seal files
Prevent clients from editing, deleting, or moving docs while keeping them visible.
Search for files & folders
Search for documents or folders across all clients or within specific accounts.
View History/Audit Trail for documents
The log shows you the entire document history sorted chronologically.
How TaxDome protects you by scanning all files for viruses
How do you know that malware is detected?
Unsupported file types
You can upload as many files as needed, but high-risk file types are not allowed.
Send docs to multiple clients at once with folder template
Need the same document uploaded to multiple client accounts? Learn how to do it.
Mark docs as read
Mark documents as read to remove the 'New' label and notifications for team members or clients.
Merge and split PDF files
Merge multiple PDFs into one or split a single PDF into separate files.
Client done uploading notification
Be notified when clients finish uploading all documents.
Request docs from clients in different ways
Explore pros and cons of all ways of requesting documents from clients and third parties.
Request e-feedback (approve/disapprove) from clients
Make sure your clients are satisfied and that you didn’t miss something by requesting approval of prepared docs.
Scan documents to TaxDome
You can use a scanner to save paper documents directly to TaxDome.
PDF editor in document viewer
Built-in PDF editor lets you and clients securely view, edit, annotate, fill out PDF forms.