Upload documents
Upload documents to TaxDome, scan from mobile, and send to multiple clients via folder templates.
Documents explained
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Upload documents
Explore how to add files to the system from web portal, desktop or mobile app, and more.
Scan documents to TaxDome
You can use a scanner to save paper documents directly to TaxDome.
Print and send docs to TaxDome from any application
Move documents from tax programs like ProSeries, Lacerte, Drake, and others to TaxDome.
Send docs to multiple clients at once with folder template
Need the same document uploaded to multiple client accounts? Learn how to do it.