Editing Document in Sidebar

A little update on the documents editing process: now all edits you make will be moved into the sidebar.

However, all the editing options are remaining the same.

As before, you can change the name, add a description, link an invoice, and request approval for a document.

To learn more about working with documents in TaxDome, visit our Help Center: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm

A little update on the documents editing process: now all edits you make will be moved into the sidebar.

However, all the editing options are remaining the same.

As before, you can change the name, add a description, link an invoice, and request approval for a document.

To learn more about working with documents in TaxDome, visit our Help Center: https://help.taxdome.com/article/233-how-to-edit-download-print-filter-documents

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm