Client management

Built-in PDF editor

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

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Keep everything in one place

Seamless PDF editing within your portal

Bypass Adobe and other paid tools by using TaxDome’s native PDF editor. Avoid the hassle of re-uploading files and keep your team organised in one place.

Customise documents with ease: delete unnecessary pages, combine multiple files into one, 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.

PDF viewer now keeps your most-used tools at your fingertips — including download, print, seal, and request signature — so you can take action in fewer clicks.

Use predesigned stamps with common annotations such as “Please revise,” “Approved,” “Sign here” or create your own.

Тrack updates to documents made by your team or clients so you never miss critical changes and stay informed.

Centralised hub for firm and client documents

Connect the entire lifecycle of your internal and client-facing documents with client and team activities and seamlessly manage your practice with minimum clicks and maximum productivity.

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Сloud storage

Store your practice documents securely, with no limits or additional costs.

Virtual drive

Manage all documents, freeing up space on your computer.

Unlimited e-signatures

E-signatures integrated with the client portal.

Share with third parties

Securely share documents with third parties and provide expiring links.

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 create fillable PDF forms. You don’t need to use third-party software like Adobe.

Is the built-in PDF editor a full editor 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, a built-in PDF editor provides extensive document customisation capabilities. You can use various tools to edit and annotate files.

The editor enables typing directly into PDFs for additions and modifications. It also allows creating fillable forms to send clients for easy data collection.

Does the PDF editor support fillable forms for clients?

Absolutely. You can build fillable PDF forms and securely send them to clients through TaxDome messages or emails for fast, easy data collection.

Can I track who made changes to a document?

Yes. TaxDome has a complete activity feed that tracks changes made by both your team and clients, giving you visibility into document edits and keeping everyone accountable.

Can I request e-signatures on PDFs I edit?

Definitely! With one click, you can request legally binding e-signatures right from the PDF viewer.

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