How to Update Folder Template with the 2022 Subfolder

You can add a 2021 subfolder to existing folder template or create a new one.
If you edit an existing one – say, default tax years folder template – apply edited template to all tax clients in bulk.
When an edited folder template is applied, the new 2021 subfolder will be added to all selected accounts.
Your existing folders won’t be modified.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more in our Help Center: https://help.taxdome.com/article/118-custom-folder-templates

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​

You can add a 2021 subfolder to existing folder template or create a new one.
If you edit an existing one – say, default tax years folder template – apply edited template to all tax clients in bulk.
When an edited folder template is applied, the new 2021 subfolder will be added to all selected accounts.
Your existing folders won’t be modified.

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system

Learn more in our Help Center: https://help.taxdome.com/article/118-custom-folder-templates

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​