Documents

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

Documents Overview

All the documents you have for each of your clients are stored in Docs  section. 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 about 7 hours ago

Uploading Documents

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

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By Mary Cooper

updated about 7 hours 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 9 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...

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By Mary Cooper

updated 9 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 9 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 1 day 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. You can request signatures from one or more...

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By Mary Cooper

updated 1 day 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 9 days ago

The TaxDome Desktop Applications (Windows & macOS)

The TaxDome Desktop Applications do not replicate the functionality of the TaxDome web app. Instead, they are intended to make the uploading process even easier thanks to integration with your...

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By Mary Cooper

updated about 2 months 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 2 months ago

Scanning Documents to TaxDome

You can use a scanner to save files directly to TaxDome. When you use your native scanner software to upload documents,  there are two ways to do it: You can save to the TaxDome drive You can print...

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By Ilya Radzinsky

updated 14 days ago