TaxDome is the home for your firm’s most valuable documents. We take sensitive data and secure storage seriously. Your business and reputation is at stake, which is why you can always count on TaxDome’s security infrastructure.
The data is stored on Amazon AWS multiple times and on multiple servers.
Where is my data stored?
The storage location depends on your country: If you’re in Canada, your data is stored in Canadian AWS. This way all local regulations are met.
Can I print from tax software to document storage?
Yes, you can use any tax software for that.
How long can I keep documents and archives?
Documents will remain stored as long as you stay with TaxDome.
Is my database fully exportable?
Sure. There are multiple export tools. You can export accounts and contacts to a CSV file or use Zapier integration to link it to other systems.
Can I set up a folder template?
Sure, you can set up folder templates and apply them to either specific or all clients.
Não se preocupe, será fácil.
Pessoas reais para responder às suas perguntas. Configuração e integração de luvas brancas. Ferramentas de importação para fazer a transição rapidamente. Contatos ilimitados, e-sign, armazenamento. Experimente um teste de 2 semanas hoje, sem necessidade de cartão de crédito .