🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Featured Article
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://blog.taxdome.com/a%D1%81%D1%81ountant-document-workflow?fbclid=IwAR36LEYRpkQC4NZgbeXyremi1BoRmIpco4v_RX1l2Jr3Blb3h3anp_XlVCY
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.
Video
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://blog.taxdome.com/a%D1%81%D1%81ountant-document-workflow?fbclid=IwAR36LEYRpkQC4NZgbeXyremi1BoRmIpco4v_RX1l2Jr3Blb3h3anp_XlVCY
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.
