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

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