📣 Live webinar October 17! Enhance Your Firm’s Efficiency with TaxDome’s Latest Features. Register here

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Docs (Basic): Overview

Docs (Basic): Overview
8 Min

Once you upload a document to an account, you’ll find it by going to Documents from the left sidebar menu or by opening the account’s Docs tab. A document’s access level depends on the specific folders you place it in. Read on to find out how it all works.

Read more

Document

Docs (Basic): Overview

Once you upload a document to an account, you’ll find it by going to Documents from the left sidebar menu or by opening the account’s Docs tab. A document’s access level depends on the specific folders you place it in. Read on to find out how it all works.