Documenti
Carica, organizza e gestisci i documenti relativi alla tua attività.
Documenti: Panoramica
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Document and folder permissions
Doc permissions system provides granular, folder or document-level control over access for team members and clients.
Stati del documento
Find out what stage a document is in, such as Signed or Pending Approval.
File e cartelle
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome Intelligenza artificiale
Use AI to rename and tag client docs automatically
Collega i documenti a lavori
Access to documents right from the job card and make the job automove through the pipeline.
Documenti: Risoluzione dei problemi
Learn how to resolve common document issues in TaxDome.