TaxDome Client Knowledge Base

Documents

  • Documents Section Overview
  • Uploading Documents
  • Permitted File Types
  • Working with Folders
  • Managing Documents
  • Locked Documents
  • How to Specify Where Files Are Downloaded
  • How to Approve Firm Prepared Documents
  • Sharing Documents with 3rd Parties
  • How to Sign Documents
  • Completing an Organizer
  • How to E-Sign a Contract

Categories

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