Documents

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

14 articles in the collection

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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 client’s name, and then navigate to the Docs tab. Here, you...

By Mary Cooper

updated 1 day ago

Uploading Documents

There are plenty of ways of uploading documents to TaxDome. You can upload them one by one, select several files from the same folder, upload all files from a folder, or add zip archives that will be automatically unpacked. There's also the option...

By Mary Cooper

updated 1 day 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 been paid, the document automatically unlocks for...

By Mary Cooper

updated 1 day ago

Internal Only Source Files (Not Visible to Clients)

To stay organized, you might choose to store client-specific tax program files or proprietary spreadsheets, such as Proseries or Lacerte files, inside a person’s or organization’s profile, where you can see the documents but they can’t. There is a...

By Mary Cooper

updated 1 day 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, when you received some documents from the client by mail and want to have them stored in their profile on TaxDome.To upload...

By Mary Cooper

updated 1 day ago

Managing a Client's Documents

TaxDome features an easy to use dashboard that displays all of the documents that pertain to each of your clients. Instead of spending precious time trying to find documents from different years, you can get started working with them right...

By Mary Cooper

updated 1 day ago

Sharing Documents With Third Parties

Clients will receive an automatic email notification when you upload a firm-prepared document to their account. However, you can also share the file with a third-party recipient, such a mortgage banker or a lawyer. Here's how sharing documents...

By Mary Cooper

updated 1 day ago

Working with Folders

The folders for each year are automatically created when you select a year during document upload. To make managing your documents easier, you can create additional folders inside each year's folder. They help organize and filter the documents...

By Mary Cooper

updated 1 day ago

Get Feedback From Clients – Approvals & Disapprovals

To make sure that the client is satisfied and to facilitate any necessary adjustments, you can prompt approval from the client, as well as verify their identity via e-signature. If a client is not satisfied, they are prompted to itemize the...

By Mary Cooper

updated 1 day ago

The TaxDome Windows Application

The TaxDome Windows application allows 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 whole folders to batch upload. Covered here:Printing...

By Mary Cooper

updated 1 day ago

Accepted File Types

At TaxDome, you can store as many files as you need because we offer unlimited storage. However, to make TaxDome a safe place for storing your documents we don't allow uploading all file types to your TaxDome account. Please review which file...

By Mary Cooper

updated 1 day ago

Tax Organizers

Trying to get all of the tax-related information that you need from your clients can be a game of cat and mouse. Going back and forth with your clients for the tax information you need to complete your work is a thing of the past with the Tax...

By Mary Cooper

updated 1 day ago

Managing Documents Prepared by Your Firm

See Managing a Client's Documents

By Mary Cooper

updated 7 days ago

Accessing TaxDome Using Virtual Drive

TaxDome allows you to create a virtual drive to quickly access your docs inside TaxDome. To make it possible, the WebDAV protocol is used. WebDAV is already included in all modern computer operating systems and requires no client-side software....

By Mary Cooper

updated about 12 hours ago