TaxDome Client Knowledge Base

Mobile App

  • Installing the Mobile App for Android/iOS
  • Signing In (Desktop and Mobile)
  • Mobile: Client Dashboard
  • Mobile: Paying Your Bills
  • Mobile: Scanning & Uploading Documents
  • Mobile: Managing Documents
  • Mobile: How to Sign Documents
  • Mobile: How to Approve Firm Prepared Documents
  • Mobile: Completing an Organizer
  • Mobile: How to E-Sign a Contract
  • Mobile: Secure Messages
  • Mobile: Sharing Documents with 3rd Parties
  • Mobile: Working with Folders
  • Mobile: Viewing Your Payment History
  • Mobile: Prepayments & Credits
  • Mobile: Locked Documents
  • Mobile: Multiple Logins & Profiles
  • Mobile: Troubleshooting

Categories

  • Getting Started
  • Documents
  • Secure Messages
  • Bills & Payments
  • Mobile App
  • Troubleshooting
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