Client management

Built-in PDF editor

Use our built-in PDF editor to customise files, merge documents, highlight, annotate, leave comments, and send fillable forms to your clients. No need to download or re-upload — everything is auto-saved within TaxDome.

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Keep everything in one place

Seamless PDF editing within your portal

Skip Adobe and other paid tools — use TaxDome’s built-in PDF editor instead. No more re-uploading files or jumping between platforms — keep everything organised in one place.

Customise documents with ease — delete unwanted pages, combine multiple files, rearrange pages, and more.

Create PDF forms and share them with your clients through chats or email; request your clients to fill in the required information.

The PDF viewer now keeps your most-used tools right at your fingertips — including download, print, seal, and request signature — so you can get things done with fewer clicks.

Use pre-designed stamps with common annotations like “Please revise,” “Approved,” and “Sign here” — or create your own.

Track updates to documents made by your team or clients, so you never miss important changes and stay in the loop.

Centralised hub for firm and client documents

Connect every stage of your internal and client-facing documents with team and client activity — and manage your practice seamlessly with minimal clicks and maximum productivity.

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Сloud storage

Securely store your practice documents with no limits or extra costs.

Virtual drive

Manage all your documents in the cloud and free up space on your computer.

Unlimited e-signatures

Fully integrated with the client portal for a seamless signing experience.

Share with third parties

Securely share documents using expiring links — no login required.

Frequently asked questions

What is the TaxDome PDF editor?

The TaxDome PDF editor is a built-in tool that lets you view, edit, annotate, merge, rearrange, and complete fillable PDF forms — no need for third-party software like Adobe.

Is the built-in PDF editor fully equipped with markup tools? Can it replace Adobe?

Absolutely. The built-in PDF editor has great viewing, markup, and collaboration tools. And all changes to the PDF are saved in your TaxDome account.

Can you type text in PDF documents?

Yes, the built-in PDF editor offers comprehensive document customisation features. You can use a range of tools to edit and annotate files.

The editor enables typing directly into PDFs for additions and modifications. It also lets clients fill out forms easily within the documents for straightforward data collection.

Does the PDF editor support fillable forms for clients?

Absolutely. Clients can easily fill out PDF forms directly within TaxDome when you send them via messages or via email, making data collection fast and secure.

Can I track who made changes to a document?

Yes. TaxDome includes a comprehensive activity feed that tracks changes made by both your team and clients, providing clear visibility of document edits and ensuring everyone stays accountable.

Can I request e-signatures on PDFs I edit?

Absolutely! With a single click, you can request legally binding e-signatures directly from the PDF viewer.

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