Docs (Advanced): Request Docs From Clients or Third Parties

TaxDome offers many simple and secure ways to get documents from clients and third parties. Plus, they can even skip logging in to the portal if needed. Read on to find out all the ways clients and non-clients upload documents.

TaxDome offers many simple and secure ways to get documents from clients and third parties. Plus, they can even skip logging in to the portal if needed. Read on to find out all the ways clients and non-clients upload documents.