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Any files you’ve uploaded are stored in the documents tab inside the Client uploaded documents. Files uploaded by your accountant or tax preparer are stored in the Firm docs shared with clients folder.
To see the document, just click on its name. You can download the document from the viewer mode or from the documents list.
For more details, visit our Help Center: https://client-help.taxdome.com/category/5-documents
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 – Viewing & Downloading Documents
Any files you’ve uploaded are stored in the documents tab inside the Client uploaded documents. Files uploaded by your accountant or tax preparer are stored in the Firm docs shared with clients folder.
To see the document, just click on its name. You can download the document from the viewer mode or from the documents list.
For more details, visit our Help Center: https://client-help.taxdome.com/category/5-documents
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
