Work with documents
Preview, edit, share, organize, and link documents to your work.
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.
PDF editor in document viewer
Built-in PDF editor lets you and clients securely view, edit, annotate, fill out PDF forms.
Merge and split PDF files
Merge multiple PDFs into one or split a single PDF into separate files.
Seal files
Prevent clients from editing, deleting, or moving docs while keeping them visible.
Mark docs as read
Mark documents as read to remove the 'New' label and notifications for team members or clients.
Delete & restore files and folders
Delete documents and folders in TaxDome, restore them from Trash, or remove permanently.
Link documents to jobs
Access to documents right from the job card and make the job automove through the pipeline.