Audit Trail: How to View Document History

You can see when exactly your clients and team members uploaded, edited, signed, approved or disapproved documents.

Reminder: You can turn on notifications to find out when clients viewed documents for the first time.

Read more in our Help Center:
https://help.taxdome.com/article/232-viewing-a-document-s-history-file-audit-trail

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.

You can see when exactly your clients and team members uploaded, edited, signed, approved or disapproved documents.

Reminder: You can turn on notifications to find out when clients viewed documents for the first time.

Read more in our Help Center:
https://help.taxdome.com/article/232-viewing-a-document-s-history-file-audit-trail

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.