Documentos
cargar, organiza y gestiona los documentos relacionados con tu consulta.
Documentos: Visión general
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.
Estado de los documentos
Find out what stage a document is in, such as Signed or Pending Approval.
Archivos y carpetas
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome AI
Use AI to rename and tag client docs automatically
Vincular documentos a trabajos
Access to documents right from the job card and make the job automove through the pipeline.
Documentos: Solución de problemas
Aprende a resolver los problemas habituales de los documentos en TaxDome.