Document management
Intro to how documents work in TaxDome: storage, permissions, e-signing, AI, and tax return delivery.
Documents explained
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Document and folder permissions
Reference for permission levels, folder access types, default permissions and individual permissions on documents and folders in TaxDome.
Tax return intake & delivery explained
Step-by-step explanation on how TaxDome and Juno simplify tax return intake, data entry, and delivery.
TaxDome AI explained
Automatically rename and tag client-uploaded documents.
E-signatures for documents explained
Overview of how e-signature requests work in TaxDome — for documents and tax return packages.
Wiki pages explained
Wiki pages let firms create and store internal procedures and cheat sheets that team members can access directly inside jobs.