Improved Document Workflow Without Silos

Private / Public / Client’s Docs ⇒ Documents
No more switching between tabs
Root folder wording has improved. Now folder names reflect the access level that you and clients have:

Private — only firm members can access (Remains Private as before).
Client-uploaded documents — clients can view & modify (Previously named Client Docs).
Firm docs shared with clients — only firm members can upload and modify documents. Clients have view access only, cannot make edits (Previously named Public).

Soon, you will be able to modify this structure, rename all folders, manage folder permissions, and more.

Visit our blog to learn more: https://taxdome.com/blog/a%D1%81%D1%81ountant-document-workflow?fbclid=IwAR36LEYRpkQC4NZgbeXyremi1BoRmIpco4v_RX1l2Jr3Blb3h3anp_XlVCY

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