Documente
Încărcați, organizați și gestionați documentele legate de cabinetul dvs.
Documente: Prezentare generală
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.
Situații ale documentelor
Find out what stage a document is in, such as Signed or Pending Approval.
Fișiere și foldere
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome IA
Use AI to rename and tag client docs automatically
Corelarea documentelor cu locurile de muncă
Access to documents right from the job card and make the job automove through the pipeline.
Documente: Rezolvarea problemelor
Learn how to resolve common document issues in TaxDome.