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You can save attachments from your clients’ emails to TaxDome either manually or automatically.
How to save an attachment manually
When a client emails an attachment, you can save it to TaxDome as if the client had uploaded it themselves. Open the email & click
Save to TaxDome next to the file – and that’s it!
Document
Email (Basic): Save Attachments to Client Docs
You can save attachments from your clients’ emails to TaxDome either manually or automatically.
How to save an attachment manually
When a client emails an attachment, you can save it to TaxDome as if the client had uploaded it themselves. Open the email & click
Save to TaxDome next to the file – and that’s it!
