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Video

Client Portal: Notify Firm That All Documents Are Uploaded

Sometimes you need time to collect the requested documents. When you finally upload the last one, you can notify the firm by checking this box.

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

Video

Client Portal: Notify Firm That All Documents Are Uploaded

Sometimes you need time to collect the requested documents. When you finally upload the last one, you can notify the firm by checking this box.

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