Granular Access Rights: the latest layer in our enterprise-grade security framework — control what your team and clients see, document by document

Manage who can view and edit specific files and folders at the individual level

At TaxDome, security isn’t a feature; it’s the foundation, exceeding  bank-level security to safeguard your firm and clients, including team-level access controls, audit trails, 2FA, and SOC 2 Type II compliance.

And now we’ve made it stronger.

As your firm grows, so does the need for tighter control over data visibility. All-or-nothing file access creates risk, especially for growing firms with seasonal hires, multi-entity clients, and sensitive workstreams.

Granular Access Rights is the latest layer in our enterprise-grade security framework, built to help large and multi-location teams protect sensitive data, reduce risk, and strengthen client trust — at scale. 

Starting today, you can control document and folder access at the individual level. Set permissions for each team member and client contact, deciding exactly who can view or edit specific files or folders.

Easily set granular permissions, individually across staff and clients

Navigate to any document or folder, right-click to access “Manage Access,” and assign permissions. These settings override default folder permissions and sync instantly across all devices.

Start with high-stakes scenarios: sensitive business deals, complex family structures, or seasonal staff onboarding. These demonstrate immediate security improvements while reducing administrative overhead.

For both staff and clients, firm admins can manage access rights — None, View, Edit — one by one or in bulk. Permissions can be edited directly from the Documents, Signatures, Approvals, and Recent tabs, as well as during document upload — ensuring control is always right where you need it.

Access rights also stay intact when moving files within the same account. If you move files between client accounts, team access remains, but client access resets automatically, keeping sensitive data protected.

Bolster your firm’s security posture with TaxDome

Granular Access Rights reinforces TaxDome’s comprehensive security approach for growing teams managing sensitive data across roles, departments, and locations, which already includes:

• Team-level access management: control not just which accounts employees see, but what they can do with them
• Activity feed: detailed audit trails of all system actions made by staff and clients
• SOC 2 Type II certification: ensuring enterprise-grade data security
• Two-factor authentication (2FA): TaxDome gives you the option to mandate 2FA for staff and clients, ensuring your firm meets the FTC’s Safeguards Rule and dramatically reduces the risk of data breaches

Granular Access Rights applies the same “need-to-know” principle at the document and folder level — for both your team members and client contacts. Every access, view, and edit is tracked in our audit trail, giving you complete visibility into who’s accessing sensitive information.

Security is the foundation on which TaxDome is built; not just a feature. We rigorously follow industry-recognized best practices for security and continuously monitor our systems to meet the highest compliance standards — safeguarding your data, strengthening your cybersecurity posture, and giving you the confidence to grow with confidence.

The unified platform advantage — for teams and clients

While other firms juggle separate systems for documents, signatures, portals, and billing, give your firm a competitive advantage by unifying these core processes in one secure, end-to-end work platform built for growing firms — with unlimited document storage and unlimited e-signatures included in every plan.

Reduce tool sprawl and admin overhead, and deliver the consistent, seamless experience your clients expect.

For clients — a seamless, one-login experience:

• Single login across all entities (secured with biometric authentication)
• Documents, signatures, payments, and messages in one place
• KBA-compliant e-signatures available when needed
• Appropriate access for each contact — no password sharing needed
• Security standards that matter to them and exceed their expectations 

From TaxDome’s Client Satisfaction Report: What Taxpayers Expect from Their Accountants.

For staff — connected workflows with the tools they need, built in:

• Complete audit trails in one system
• No per-user fees or storage limits
• No additional e-signature costs (KBA only $1 when required)
• Seamless integration with existing workflows

Protect your firm and clients with enterprise-grade security as a foundation — not an afterthought

We’ve implemented Granular Access Rights to help you protect sensitive data, reduce operational risk, and ensure the right people see only what they need, when they need it. 

Built seamlessly into your workflow, it’s document-level control across large teams and client bases without added complexity.

This isn’t just a security upgrade; it’s part of our broader mission to empower tax, bookkeeping, and accounting firms with one secure, end-to-end platform built for both teams and clients — so you can scale with complete peace of mind.