Mobile: Documents section overview

The Documents section contains all of the files that have been prepared for you by your accountant(s), as well as any documents that you have uploaded to TaxDome (i.e. the documents that were requested by your accountant, such as the W-2 forms, previous returns, etc.).

Covered here:

• Managing documents
• Documents section overview
• Documents folders
• Documents statuses

Managing documents

From the  Documents section, you can:

• Upload your documents to the client portal either from your device or by taking a photo
• Rename, move, preview, delete and download your previously uploaded documents
• Use folders to organize any files that you have sent to your accountant
• Preview and download documents prepared by your accountant
• Sign documents
• Approve documents

Documents section overview

Any uploaded files can be stored in the Documents section inside a folder with no icons. To get there from Home, tap the Documents button in the bottom navigation bar.

Here, you'll find three tabs:

1. Recent: Contains documents uploaded by you or your accountant in reverse chronological order.
2. Folders: Displays folders created by you or your accountant along with files stored inside.
3. Trash: Contains deleted files. The file stays there for 30 days until it is deleted permanently. 

Documents uploaded by your accountant or tax preparer can also be stored in the Documents section inside the folder with an eye icon. This icon means that you can't make changes to files. 

Once you have a new firm-prepared document:

• A new notification appears in the Documents section under the Waiting for action tab when a document requires your attention. The red number on the right shows how many documents are waiting for your action.
• A new document appears under the Recent tab in the Documents section
• A new document appears in the Home section under the Documents tab

Documents folders

To see documents stored inside a folder, tap the name of the folder under the Folders subtab.

To go to another folder, tap the back arrow icon, then select the folder.

Documents statuses

You can view documents statuses under the Waiting for action tab:

• Pending payment: This means there is a document locked to an invoice, and it is awaiting your payment. The document will unlock so you can view and download it once you make the payment.
• Pending E-Signature: You must e-sign the document
• Pending approval: You must approve the document