🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥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): Search for Files & Folders

Docs (Basic): Search for Files & Folders
5 Min

There are a few ways to search for a document or a folder: from the Documents page, the sidebar menu , or a client account.

 

Read more

Document

Docs (Basic): Search for Files & Folders

There are a few ways to search for a document or a folder: from the Documents page, the sidebar menu , or a client account.