Featured Article
Documents: secure storage, e-signatures, notifications, and more
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
Documents: secure storage, e-signatures, notifications, and more
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
