📣 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): Client Done Uploading Notification

Docs (Basic): Client Done Uploading Notification
4 Min

By default, team members with access to an account receive notifications every time the client uploads a new document.

You may not want to receive a notification every single time the client uploads a doc but rather get only one notification once they’ve uploaded everything. You can change settings so that the client can easily let you know when they’re done uploading. Here, we show you the two different ways to do this.

 

 

Read more

Document

Docs (Basic): Client Done Uploading Notification

By default, team members with access to an account receive notifications every time the client uploads a new document.

You may not want to receive a notification every single time the client uploads a doc but rather get only one notification once they’ve uploaded everything. You can change settings so that the client can easily let you know when they’re done uploading. Here, we show you the two different ways to do this.