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): Upload Notify