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Have complete control over who sees or manages your clients’ documents.
Keep your work papers private: only you and your team can see them.
Manage your team members’ access rights on documents to prevent changes to your clients’ files.
Visit our Help Center for more info: https://help.taxdome.com/article/145-how-to-move-documents#3
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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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How to Change Document Visibility
Have complete control over who sees or manages your clients’ documents.
Keep your work papers private: only you and your team can see them.
Manage your team members’ access rights on documents to prevent changes to your clients’ files.
Visit our Help Center for more info: https://help.taxdome.com/article/145-how-to-move-documents#3
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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.
