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Finally, you can create and edit top-level folders!
Create as many top-level folders as you need and name them as you want. You can also rename the old ones.
You can have several root folders with the same privacy settings. For example, each employee can create a folder for their prepared documents.
The only folder you can’t change privacy settings for is Client uploaded documents since our clients have to have a directory to upload their files to.
Learn how to create folders in TaxDome: https://help.taxdome.com/article/227-how-to-create-folders
How to change documents visibility: https://help.taxdome.com/article/145-how-to-move-documents#3
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://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: https://taxdome.com/webinars.
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Flexible Top-Level Folders
Finally, you can create and edit top-level folders!
Create as many top-level folders as you need and name them as you want. You can also rename the old ones.
You can have several root folders with the same privacy settings. For example, each employee can create a folder for their prepared documents.
The only folder you can’t change privacy settings for is Client uploaded documents since our clients have to have a directory to upload their files to.
Learn how to create folders in TaxDome: https://help.taxdome.com/article/227-how-to-create-folders
How to change documents visibility: https://help.taxdome.com/article/145-how-to-move-documents#3
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://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: https://taxdome.com/webinars.
