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Featured Article
Learn how to create, edit, and delete subfolders and top-level folders in Client’s Docs. When creating a new folder, you can set up privacy settings to manage file access. However, remember that there also has to be one folder with Client can view and edit access level so the client has a predictable location to upload files.
Learn more in our Help Center: https://help.taxdome.com/article/227-how-to-create-folders
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
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
Video
How to Create Top-Level Folders and Subfolders
Learn how to create, edit, and delete subfolders and top-level folders in Client’s Docs. When creating a new folder, you can set up privacy settings to manage file access. However, remember that there also has to be one folder with Client can view and edit access level so the client has a predictable location to upload files.
Learn more in our Help Center: https://help.taxdome.com/article/227-how-to-create-folders
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
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
