Upload files

Table of Contents

Upload a document
Upload a folder
Upload a ZIP file

Upload your documents, ZIP files or folders for your accountant.

Upload a document

To upload documents to your portal:

Choose your preferred upload method:

Drag and drop files on the Docs page.
Click Upload files on the Docs or Home page.

Browse your computer for one or more files to upload, then select the folder or subfolder to store them in. You can also turn Automatic document renaming on or off if your firm uses this feature. Click Upload.

Note

The maximum upload size is 200 MB. Most common file types—including PDF, PNG, JPG, DOCX, XLSX, and more—are accepted. Some file types (such as executables, archives, and videos) are not supported. Learn more in the detailed article .

A progress bar will track the upload, and if errors occur (e.g., due to unstable internet), you will see a warning and can retry.

View which file(s) were uploaded and the destination folder, then click Done.

If Automatic document renaming is enabled, the new file name can take a moment to appear after the upload—refresh the page if you don’t see it right away.

Note

Uploaded .png and .jpg images are automatically converted to PDF if your firm has enabled this option.

Upload documents from the TaxDome mobile app

Tap Upload from the Home section or Upload from the Documents section.
Choose File manager or Photo library.

Locate the file on your device and select it. The maximum upload size is 200 MB for all file types.
Select a folder to upload the file to.
Tap Upload.

Also, you can upload documents using Docs scanner .

Upload documents from the file system

You can also upload files using the share functionality on your device:

Choose a file on your phone.
Tap the share icon.

Select TaxDome from the list of applications and log in.
Select a folder to upload the file to.
Tap Upload.

Note

Uploaded .png and .jpg images are automatically converted to PDF for easier document management.

Upload a folder

To upload entire folders:

Click Upload folder on the Docs page.

Select folder or subfolder to store files, if needed.
Click Upload.
View which file(s) were uploaded and the destination folder, then click Done.

If your firm uses Automatic document renaming, the new file name can take a moment to appear after uploading—refresh the page if you don’t see it right away.

Note

Your folder structure carries over. All documents are placed in the selected TaxDome folder within their original folders.

Upload a ZIP file

To quickly upload multiple documents at once, use a ZIP file. ZIP files are uploaded like any other file , but once uploaded, TaxDome processes them differently:

The ZIP file is automatically unzipped.
Folders in the ZIP file aren’t carried over to TaxDome, so you’ll need to create new folders to organize your documents.
The original ZIP archive you uploaded is deleted.