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Inside the Docs section of each client account, you can create top-level folders with different access levels. Within each folder, you’ll be able to add subfolders manually or by using folder templates.
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Docs (Basic): Top-Level Folders & Access Levels
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Inside the Docs section of each client account, you can create top-level folders with different access levels. Within each folder, you’ll be able to add subfolders manually or by using folder templates.