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Documents

Store, share documents, get client approvals and request e-signatures with KBA.

  • Docs (Basic): Preview, Edit, Download, Print, Filter
  • Docs (Basic): Delete or Restore Files & Folders
  • Managing Your Documents
  • How TaxDome Protects You by Scanning All Files for Viruses
  • Docs (Advanced): Merge PDF Files
  • Signatures (Basic): Two ways to Use E-Signing on TaxDome
  • Signatures (Basic): Request E-Signatures from Clients
  • Signatures (Advanced): Create & Apply Templates
  • Signatures (Basic): How to View and Cancel E-Signature Requests
  • Signatures (Advanced): Knowledge-Based Authentication (KBA)
  • Signatures (Advanced): Automate E-Signatures
  • Signatures (Advanced): Define Signing Priority
  • Windows App: Request E-Signatures
  • Scan Docs: Troubleshooting
  • Docs (Basic): Mark Docs as Read for Client
  • Docs (Basic): Clients Done Uploading Notifications
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