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Audit trail

Activity feed of all changes in all documents, tasks and organizers (forms).

Audit trail

Trusted by 10,000+ firms in 25+ countries

Nicholas R., Enrolled agent

I love that everything for managing clients, file sharing, gathering and requesting documents and the smart email inbox, is all in one place. I have been using a number of solutions that don’t integrate thoroughly to achieve these things and finally, I can have all these features in one place at a fair price.

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12h

9

Caitlin L., VP of Finance

This software allows me to keep a live and easily accessible audit trail of work to be completed, work in progress, and completed work so I no longer have to search individual client files for notes. This is the hub for all firm tasks and is a program my staff and I will use daily.

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10h

9

Lynnorra P., Senior partner at an accounting firm

I love that billing, client portal, document sharing, and communications between the firm and the client is so seamless! I use this to manage my practice and scale services in one place.

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8h

5

Activity feed to monitor every change

Date- and time-stamped record of history and details of interaction with documents, organizers, tasks, engagement letters and more.

Docs, proposals and ELs

See when documents are viewed, downloaded and modified. Keep track of all changes: what employees or clients did, details on their IP addresses and more.
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Client tasks

Find out what happened with any client task. Track additions, updates or modifications that were made by the firm or the client.
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Organizers (tax forms)

Check for any activity with organizers. The audit log is sorted chronologically and shows when an organizer was created, viewed, filled out, sent, sealed and by whom.
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Firm balance

Firm balance is utilized for SMS, KBA (knowledge-based authentication) and QES (qualified electronic signature). A full activity feed for all changes can be viewed.
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Activity feed to monitor every change

Centralized hub for firm and client documents

With TaxDome’s document management tools, you can improve oversight and productivity without the hassle of toggling between different platforms.

Audit trail

Audit trail

Check activity feeds for record keeping

Secure storage

Secure storage

Securely store client and firm documents

Virtual drive

Virtual drive

Manage all docs from the drive, saving space on your device

Integrations

Integrations

Print documents from any tax program to TaxDome

Unlimited space

Unlimited space

Store unlimited documents in TaxDome at no extra cost

File management

File management

Manage files in a centralized storage for firm and client files

Desktop assistant

Desktop assistant

Use a desktop app for easier uploading and file management

Third-party sharing

Third-party sharing

Share docs with third parties, provide expiring links for security measures

Top-notch client service

Implementation and team training included

Personalized support and assistance to ensure your firm’s success. Learning a new software can be intimidating, which is why our team will create a customized plan based on your firm size, services, and goals with full access to:

  • Knowledge base
  • TaxDome Academy
  • Webinars
  • TaxDome Community
  • Screen-sharing
  • Premium support
  • Free advanced team training
Implementation and team training included
Looking to boost your firm's profitability and efficiency?

Looking to boost your firm's profitability and efficiency?

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Your questions, answered

Frequently asked questions

How can I access the audit trail?

You can access the audit trail for the following:

  • Documents: click the three dots to the far right of the document’s name, then click Audit trail; or open the document, click the three dots to the far right in the viewer, and click Audit trail.
  • Proposals & engagement letters: go to Proposals & ELs in the client’s profile, click on the three-dots icon to the far right of the document’s name, or inside the document itself, then click Audit trail.
  • Tasks: go to the Chats page of the Communication tab in the client’s profile, select the thread, click on the three-dots icon at the top right, then click Task audit trail.
  • Organizers: go to Organizers in the client account profile, click on the three-dots icon to the far right of the organizer’s name, or inside the organizer itself, then click Audit trail.
  • Firm Balance: go to Settings, select the Firm Balance tab, then click the Audit trail on the far right.

What information can I see in the audit trail?

The audit trail provides a date- and time-stamped record of the history and details of all interactions with documents, organizers, tasks, engagement letters and more. In particular, the user’s name and email, client and server times, the changes that were made, the user’s IP address and more.

See the full list of information.