Archivos y carpetas
Tools for uploading, organizing, editing, sharing, and securing client files.
cargar documentos
Explora cómo añadir archivos al sistema desde el portal web, computador o la aplicación móvil, y mucho más.
Imprime, guarda, envía documentos desde cualquier aplicación a TaxDome
Move documents from tax programs like ProSeries, Lacerte, Drake, and others to TaxDome.
Documentos recientes
Find all documents that have undergone an action (been uploaded, sent, signed, etc.) in the last 30 days.
Gestionar documentos
Preview, edit, print, download, tag, and filter client documents in TaxDome.
Compartir documentos con terceros o clientes sin acceso al portal
Share any file uploaded to TaxDome with a non-client, such as a mortgage banker or a lawyer.
Renombrar archivos y carpetas
Change the name of any document or folder.
Solicitar archivos a clientes y terceros
Different ways of requesting documents from clients or third parties.
Acciones masivas con documentos
Manage multiple documents and folders at once by sharing, moving, downloading, and marking them as read.
Crea y aplica plantillas de carpetas
Crea plantillas de carpetas para crear estructuras reutilizables para organizar los documentos de los clientes.
Mueve archivos y carpetas y cambia su visibilidad
Organize documents by moving them or changing folder visibility settings.
Crear carpetas
Create unlimited folder structure with customizable access levels.
Eliminar y restaurar archivos y carpetas
Delete documents and folders in TaxDome, restore them from Trash, or remove permanently.
Ficheros de sellos
Prevent clients from editing, deleting, or moving docs while keeping them visible.
Buscar archivos y carpetas
Busca documentos o carpetas en todos los clientes o en cuentas concretas.
Ver historial/rastro de auditoría de los documentos
The log shows you the entire document history sorted chronologically.
Cómo te protege TaxDome escaneando todos los archivos en busca de virus
How do you know that malware is detected?
Tipos de archivo no compatibles
You can upload as many files as needed, but high-risk file types are not allowed.
Envía documentos a varios clientes a la vez con la plantilla de carpetas
Need the same document uploaded to multiple client accounts? Learn how to do it.
Marcar documentos como leídos
Mark documents as read to remove the 'New' label and notifications for team members or clients.
Fusionar y dividir archivos PDF
Merge multiple PDFs into one or split a single PDF into separate files.
Notificación de carga finalizada del cliente
Be notified when clients finish uploading all documents.
Solicita documentos a los clientes de diferentes maneras
Explore pros and cons of all ways of requesting documents from clients and third parties.
Solicitar e-feedback (aprobar/desaprobar) a los clientes
Make sure your clients are satisfied and that you didn’t miss something by requesting approval of prepared docs.
Escanear documentos a TaxDome
You can use a scanner to save paper documents directly to TaxDome.
Editor PDF en el visor de documentos
Built-in PDF editor lets you and clients securely view, edit, annotate, fill out PDF forms.