A secure place to manage and store documents

Häufig gestellte Fragen

• What is document management software for accountants?

  Document management software designed for accountants and bookkeepers centralizes organization, storage, and collaboration around client files. It enables creating, uploading, sharing, editing, e-signing, and automated workflows for tax documents, financial statements, contracts and more.

• Is TaxDome document storage compliant with information protection legislation?

  TaxDome offers the most secure client portal available on the market. We employ ten industry standards to keep your data safe and secure.

• How do you back up data?

  The data is hosted entirely on Amazon Web Services (AWS), providing end-to-end security and privacy features built in. Our team takes additional proactive measures to ensure the backups are continuous and data can be restored to any point within the backup retention period. multiple times and on multiple servers.

• What if I want to maintain my separate copy of data?

  The data is always yours, we simply hold it for you. Using the TaxDome Drive you can easily copy over all documents directly within your Windows Explorer. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.

• Where is my data stored?

  The storage location depends on your country: If you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met.

• How difficult is it to move client files from previous DMS (Dubsado, File Cabinet, Smartvault) to TaxDome?

  You can easily move from other DMS using the TaxDome Drive — this retains the file structure. We also have import tools for transferring your documents over in bulk via the desktop application.

• Do you have software to install onto my desktop and create folders there instead of doing everything on the website?

  By using the Desktop app, TaxDome becomes a drive on your computer so you can save directly to the client folder as if you were saving to the C:/ drive.

• Can you type text in PDF documents?

  Yes, we have a built-in PDF editor and you also can create fillable PDF forms.

• Is PDF Editor a full editor with markup tools to replace Adobe?

  Absolutely. The built-in PDF Editor has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

• Can clients upload documents by taking pictures of them?

  Yes, your clients will have a built-in scanner in the mobile client portal — so that they can upload high-quality PDF images not just iPhone photos.

• Can I make documents hidden from client view?

  Yes. You can create folders with different access levels. If you add a document to a folder with private access, only you and team members with access will see it and clients won’t.