Documents
Store, share documents and get client approvals.
- Docs (Basic): Document statuses
- Docs (Basic): View History/Audit Trail
- Docs (Basic): Preview, edit, download, print & filter
- Docs (Basic): Deleting & Restoring Files and Folders
- How TaxDome Protects You by Scanning All Files for Viruses
- Docs (Advanced): Merge and Split PDF Files
- Scan Docs: Troubleshooting
- Docs (Basic): Mark Docs as Read
- Docs (Basic): Client Done Uploading Notification
- Firm Balance (Basic): Top-up and Audit trail
- Automove (Basic): Move Job Automatically When Document Approved
- Docs (Advanced): Link documents to jobs
- Docs (Basic): Bulk actions
- Firm wiki pages (Basic): Create, edit & delete
- Firm wiki pages (Advanced): Adding them to jobs
- Wiki-page list (Basic): View, filter, search, sort
- Windows App: Request client approval
- Docs (Advanced): Request files from clients and third-parties
- Migrate docs to TaxDome: Export from FileCabinet
- Documents (Use Case): Send docs to multiple clients at once