#Documents

TaxDome Academy – How to Upload Client Documents in Bulk via TaxDome Drive

January 16, 2023

Run your entire firm on one platform

Replace scattered tools with one system for accounting firms. Trusted by 15,000+ firms and 3M+ clients.
Request demo

This video is a part of TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. academy.taxdome.com/

Learn more on TaxDome Academy – youtu.be/lYo55RAPSZg

Take the Academy course How to streamline exchanging documents to learn more on files in TaxDome academy.taxdome.com/course/how-to-streamline-exchanging-documents/open

Learn more about storing, sharing documents, getting client approvals and requesting e-signatures in TaxDome in our help center: help.taxdome.com/category/75-documents

Find out how TaxDome can help you to standardize and automate your workflows, communicate with team members, and more taxdome.com/overview

Recommended videos

How to use the mobile app to scan documents
1.1 min

How to use the mobile app to scan documents

Bulk actions for documents
2.9 min

Bulk actions for documents

Introduction to documents
1.6 min

Introduction to documents

See TaxDome in action
with a free demo
If the form doesn't load, please call us at +1-833-TAX-DOME or email [email protected] — we'll help you schedule a meeting.