Documents

Securely store all of your firm’s documents by printing directly to TaxDome or dragging and dropping from your computer.

Docs Section Overview

The Docs section contains all the documents you have for each of your clients. You can access these, to view or to download them, by individual client. To do so, go to Clients , click on a...

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By Mary Cooper

updated 26 days ago

Uploading Documents

There are many ways to upload documents to TaxDome. You can upload them one by one, several or all  from a folder, or use a zip archive that will automatically unpack. You also have the option of...

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By Mary Cooper

updated 10 days ago

Locking a Document to a Bill

You can lock the document to bill, so that the client can see that a new file is available, but they will not be able to view or download it until the bill for the work has been paid. Once it has...

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By Mary Cooper

updated 10 days ago

Managing Your Documents

TaxDome features an easy-to-use dashboard that displays all of the documents that pertain to each of your clients.So instead of spending precious time trying to find documents from different years,...

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By Mary Cooper

updated 10 days ago

Using a Virtual Drive on Your Desktop to Access Your TaxDome Files

You can create a virtual drive right on your desktop, where you can view, keep, and manage all of your clients’ TaxDome documents without them taking up precious computer space.  Technically...

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By Mary Cooper

updated 2 days ago

Sharing Documents With Third Parties

Clients will receive an automatic email notification when you  publish a document for them. However, you can also share the file with a third-party recipient, such a mortgage banker or a lawyer....

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By Mary Cooper

updated 28 days ago

Working With Folders

Folders for each tax year are automatically created when you select a year while uploading a document. To help you further manage your documents, TaxDome lets you create additional folders within...

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By Mary Cooper

updated 14 days ago

Electronic Signatures

Power the agreements and documents that drive your business with quick and easy e-signatures—just as legally binding as an old-fashioned signature. Covered here:  E-signatures, Explained Requesting...

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By Mary Cooper

updated 10 days ago

Request Electronic Feedback: Approve and Disapprove Documents

Aside from Signatures , you may also want a client to provide feedback on document(s) you've prepared.  To make sure each client is satisfied or find out whether they need anything further, you...

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By Mary Cooper

updated 1 day ago

The TaxDome Desktop Applications (Windows & macOS)

The TaxDome Desktop applications allow you to upload prepared forms and private client files directly to our system. You can print directly to TaxDome, drag files from your computer, or select...

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By Mary Cooper

updated 5 days ago

Accepted File Types

TaxDome offers unlimited storage, so you can upload as many files as you need to. However, because we want to keep TaxDome a safe place for your documents not all file types are allowed. Learn...

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By Mary Cooper

updated 9 days ago