Documents Section Overview

Introducing Global Documents: save time and work smarter in redesigned Documents section

Centralized and efficient document workflow with min clicks and max productivity.
Work with all documents across your firm in addition to within a context of a client.
New UI: docs organized in Recent, Docs and Trash to find what you need faster.
Utilize filters to find and analyze data across all clients: signatures, approvals, etc.

For more details about the Documents section, go to our Help Center: https://help.taxdome.com/category/75-documents

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

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