#Documents

Documents: secure storage, approvals, e-signatures, notifications and more

January 17, 2024 · 43.2 min

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https://player.vimeo.com/video/882219546?h=efac5d432b

Simplify document management: centralize files, eliminate paperwork and streamline workflows with tools to collect, organize and deliver documents seamlessly.

With our guidance you’ll be able to:

Upload files from your devices directly to TaxDome

Import documents from any tax software you need

Edit, share and request files all within our platform

Handouts: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Handouts_Document+management+Webinar+TaxDome.pdf

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