Documents

Documents

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Docs Section Overview

The Docs section contains all of the files that are related to your clients. To access this information, go to Clients, click on a client's name, and then navigate to the Docs tab. There are five tabs available here:Client Uploaded - Files that...

By Mary Cooper

updated 12 days ago

Uploading documents

Here's what is covered in this article:Uploading Documents to TaxDomeUploading Multiple Files at OnceUploading Whole FoldersUploading Zip ArchivesThere are several ways to upload documents to TaxDome. You may do this:By using +New button on a...

By Mary Cooper

updated 5 days ago

Locking Documents to Bills

Locking documents to bills is a handy feature that can help you manage your billing. Once a document has been prepared by an accountant, it is uploaded to the client's TaxDome portal. If the document has not been locked to any bill, the client...

By Mary Cooper

updated 12 days ago

Managing Documents Prepared by Your Firm

Here's what is covered in this article:Firm Prepared Documents OverviewPreviewing DocumentsViewing Document History (File Audit Trail) Downloading DocumentsDeleting DocumentsEditing DocumentsSearching for DocumentsFiltering DocumentsFirm Prepared...

By Mary Cooper

updated 3 days ago

Sharing Documents with 3rd Parties

Clients will receive an automatic email notification when you upload firm prepared documents to their account. However, you can share the file to a third party recipient(s) - such a mortgage banker or a lawyer.Select the check boxes next to the...

By Mary Cooper

updated 12 days ago

Managing Client's Documents

Here’s what you can find out about client's documents here:Client Uploaded Docs OverviewPreviewing DocumentsViewing Documents History (File Audit Trail)Downloading DocumentsEditing Documents Searching for DocumentsFiltering DocumentsSorting Lists...

By Mary Cooper

updated 3 days ago

Uploading Documents on Behalf of Clients

While typically clients will upload files to TaxDome on their own, sometimes you might need to do it for them. For example, say you received some documents from the client by mail and want to have them stored in their profile on TaxDome. Here's...

By Dionell Cruz

updated 10 days ago

Internal Only Source Files (Not Visible to Clients)

Here's what is covered in this article:Source Files Section OverviewUploading Internal Only Source FilesUploading Multiple Files at OnceUploading Whole FoldersUploading Zip ArchivesDownloading FilesDeleting FilesSearching for FilesFiltering...

By Dionell Cruz

updated 10 days ago

Working with Folders

Here's what is covered in this article:Creating FoldersMoving Files to FoldersDeleting FoldersCreating FoldersTo make managing your documents easier, you can create folders to organize both the documents that your firm has prepared and the source...

By Dionell Cruz

updated 10 days ago

Accepted File Types

You are permitted to upload the following file types to your TaxDome account:We Prepared, Client Uploaded and Information Requests For the We Prepared, Client Uploaded and Information Requests the following file types are permitted:MS Word & MS...

By Mary Cooper

updated 12 days ago

Get Feedback From Clients – Approvals & Disapprovals

Topics covered:How to Request ApprovalUsing Electronic SignatureReminding a Client About Approval Managing Client's ApprovalsHow to See Which Clients Have Pending Approvals Finding out why a Client Has Rejected a DocumentHow to Request ApprovalTo...

By Mary Cooper

updated 8 days ago

Tax Organizers

Here's what is covered in this article:Tax Organizers Overview Managing Tax OrganizersViewing Tax OrganizerCommenting on Tax OrganizerTax Organizers OverviewA client’s tax return cannot be prepared without obtaining some essential information...

By Dionell Cruz

updated 10 days ago

TaxDome Windows App

TaxDome Windows App is an easy way to upload your prepared documents or internal only source files directly to TaxDome. Here’s what you can find out about it here:Printing to TaxDome From Any AppDownloading and InstallationI'm getting the "Windows...

By Mary Cooper

updated 3 days ago