File e cartelle
Tools for uploading, organizing, editing, sharing, and securing client files.
Carica documenti
Explore how to add files to the system from web portal, desktop or mobile app, and more.
Stampa, salva, invia documenti da qualsiasi applicazione a TaxDome
Move documents from tax programs like ProSeries, Lacerte, Drake, and others to TaxDome.
Documenti recenti
Find all documents that have undergone an action (been uploaded, sent, signed, etc.) in the last 30 days.
Gestire i documenti
Preview, edit, print, download, tag, and filter client documents in TaxDome.
Condividi documenti con terze parti o clienti senza accesso al portale
Share any file uploaded to TaxDome with a non-client, such as a mortgage banker or a lawyer.
Rinomina file e cartelle
Change the name of any document or folder.
Richiedi file da clienti e terze parti
Different ways of requesting documents from clients or third parties.
Azioni in blocco con documenti
Manage multiple documents and folders at once by sharing, moving, downloading, and marking them as read.
Crea e applica modelli di cartelle
Crea modelli di cartelle per creare strutture riutilizzabili per organizzare i documenti dei clienti.
Sposta file e cartelle e modifica la loro visibilità
Organize documents by moving them or changing folder visibility settings.
Crea cartelle
Create unlimited folder structure with customizable access levels.
Elimina e ripristina file e cartelle
Delete documents and folders in TaxDome, restore them from Trash, or remove permanently.
Sigillare i file
Prevent clients from editing, deleting, or moving docs while keeping them visible.
Cerca file e cartelle
Search for documents or folders across all clients or within specific accounts.
Visualizza cronologia/ percorso di verifica per i documenti
The log shows you the entire document history sorted chronologically.
Come TaxDome ti protegge eseguendo la scansione di tutti i file alla ricerca di virus
How do you know that malware is detected?
Tipi di file non supportati
You can upload as many files as needed, but high-risk file types are not allowed.
Invia documenti a più clienti contemporaneamente con il modello di cartella
Need the same document uploaded to multiple client accounts? Learn how to do it.
Contrassegna i documenti come letti
Mark documents as read to remove the 'New' label and notifications for team members or clients.
Unisci e dividi PDF file
Merge multiple PDFs into one or split a single PDF into separate files.
Il cliente ha completato il caricamento della notifica
Be notified when clients finish uploading all documents.
Richiedi documenti ai clienti in modi diversi
Explore pros and cons of all ways of requesting documents from clients and third parties.
Richiedi un feedback elettronico (approvazione/disapprovazione) ai clienti
Make sure your clients are satisfied and that you didn’t miss something by requesting approval of prepared docs.
Scansiona i documenti su TaxDome
You can use a scanner to save paper documents directly to TaxDome.
PDF editor nel visualizzatore di documenti
Built-in PDF editor lets you and clients securely view, edit, annotate, fill out PDF forms.