How to Move Files or Folders within a Client’s Profile

Organize your files and folders by moving them around however you want inside a client’s profile.
Change file permissions by moving files from one top-level folder to another.
Visit our Help Center for more info: https://help.taxdome.com/article/145-how-to-move-documents

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​.

Organize your files and folders by moving them around however you want inside a client’s profile.
Change file permissions by moving files from one top-level folder to another.
Visit our Help Center for more info: https://help.taxdome.com/article/145-how-to-move-documents

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​.