TaxDome Client Knowledge Base

Documents

  • Documents section overview
  • Uploading documents
  • Unrecognized 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 docs
  • Built-In PDF viewer
  • Notify your firm you’re done uploading

Categories

  • Getting Started
  • Documents
  • Signatures
  • Communication
  • Billing
  • Account management
  • Client Portal Mobile App
  • Troubleshooting
No results found

© TaxDome 2025. Powered by Help Scout