Documents
Store, share documents, get client approvals and request e-signatures with KBA.
- Docs (Basic): Top-Level Folders & Visibility Settings
- Docs (Basic): Upload Manually or Automatically
- Docs (Advanced): Request Docs From Clients or Third Parties
- Docs (Basic): Print, Save, Send Docs From a Tax Application to TaxDome
- Docs (Basic): Share Docs With Third Parties or Clients Without Portal Access
- Docs (Basic): Move Files and Folders & Change Their Visibility
- Docs (Advanced): The PDF Editor
- Docs (Basic): Request E-Feedback (Approve/Disapprove) from Clients
- Docs (Basic) Desktop Application for Windows and MacOS
- Docs (Basic): Unrecognized File Types
- Docs (Basic): Scan to TaxDome
- Folder Templates (Basic): Create & Apply
- TaxDome Windows Application
- Documents: Troubleshooting
- Docs (Advanced): Seal Files
- Docs (Basic): Create Folders
- Docs (Basic): Rename Files & Folders
- Docs (Basic): Search for Files & Folders
- Document Statuses, Explained
- Docs (Basic): View History/Audit Trail