Documents

Store, share documents and get client approvals.

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• ⏩ Migrate docs to TaxDome in 3 steps
• Migrate docs to TaxDome: Export from SmartVault
• Migrate docs to TaxDome: Export from Drake
• Migrate docs to TaxDome: Export from Google Drive
• TaxDome AI FAQ
• TaxDome AI: Troubleshooting
• Docs (Beta): Default and individual document access

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