Maximize your TaxDome ROI with 5 workshops on CRM optimization and workflow setup. Register now

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🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Webinar

Master document management

TaxDome automates many document management tasks, such as collecting documents from clients or sharing docs inside your firm. It also provides you with a secure virtual drive to store and manage as many documents as you need.

During this in-depth webinar, we’ll show you:

  • How you and your clients can upload files to TaxDome
  • How to send documents from tax programs to TaxDome
  • How to request documents from clients and third parties

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on documents and discover how to:

  • Upload, manage, and request docs
  • Request e-signatures and automate related workflows
  • Master our built-in PDF editor

Webinar

Master document management

TaxDome automates many document management tasks, such as collecting documents from clients or sharing docs inside your firm. It also provides you with a secure virtual drive to store and manage as many documents as you need.

During this in-depth webinar, we’ll show you:

  • How you and your clients can upload files to TaxDome
  • How to send documents from tax programs to TaxDome
  • How to request documents from clients and third parties

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on documents and discover how to:

  • Upload, manage, and request docs
  • Request e-signatures and automate related workflows
  • Master our built-in PDF editor