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Client Portal: Documents Section Overview

February 8, 2023 · 2.6 min

Run your entire firm on one platform

Replace scattered tools with one system for accounting firms. Trusted by 15,000+ firms and 3M+ clients.

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See all of the files that have been prepared for you by your accountant(s) as well as any documents that you have uploaded to TaxDome.

Visit our Help Center for more info: https://client-help.taxdome.com/article/24-documents-section-overview

Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome