TaxDome Client Knowledge Base

Documents & Contracts

  • Documents Section Overview
  • Uploading Documents
  • How to E-Sign a Contract
  • Creating & Completing Organizers
  • Permitted File Types
  • Working with Folders
  • How to View, Edit, Download, Print, Filter Documents
  • Locked Documents
  • How to Specify Where Files Are Downloaded
  • How to Approve Firm Prepared Documents
  • How to Sign Documents
  • Built-In PDF Viewer
  • Notify Your Firm You’re Done Uploading

Categories

  • Getting Started
  • Documents & Contracts
  • Chats & Tasks
  • Billing
  • Client Portal Mobile App
  • Troubleshooting
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