Docs (Basic): Create Folders

Folders help keep client and internal firm documents organized. TaxDome lets you create unlimited top-level folders with different access levels so that you manage your documents efficiently. Plus, inside each folder, you can create as many folders and subfolders as you need.

Folders are managed by a firm owner, admin or any team member with access rights to manage documents.

They can be added manually or by applying folder templates. Here, we show you how to make folders manually. (Need to learn how to create a folder template? Visit this
page.)

Folders help keep client and internal firm documents organized. TaxDome lets you create unlimited top-level folders with different access levels so that you manage your documents efficiently. Plus, inside each folder, you can create as many folders and subfolders as you need.

Folders are managed by a firm owner, admin or any team member with access rights to manage documents.

They can be added manually or by applying folder templates. Here, we show you how to make folders manually. (Need to learn how to create a folder template? Visit this
page.)