Mobile App: Uploading documents
Folder templates are folder structures you craft and use in TaxDome. Folder templates make your life easier because they enable you to create the same folder structure for different clients. You can do so by applying the same template to a bunch of client accounts.
You can create different templates to suit the needs of different clients. For example, your payroll clients might need monthly services, while your tax prep clients only re-surface once — or maybe twice — a year.
We have multiple folder templates in our library to get you started — but naturally, you can alsqe create your own. Go to Settings —> Templates —> Folders and click “Create new template" to do so TD.
With the mobile app, you can send any documents to your clients easily, whether you have them saved on your device or printed. You can take photos of the documents or even use the document scanner to create PDFs from photos.
Hier behandeld:
- Adding documents to TaxDome
- Taking a photo of the paper document with the document scanner
- Uploading files from your device
- Uploading pictures from your gallery
Adding documents to TaxDome
You can upload files from your device:
- From the Inbox screen, tap on the Upload documents button.
- From the Accounts, go to the client's profile, then to the Documents tab
To upload a file, choose the client and the folder you need, then tap the icon at the top right and select your option.
Taking a photo of the paper document with the document scanner
If you have a paper document, you can scan it via Document Scanner and upload it to your client account. It will be automatically saved as a multi-page PDF. Tap on the icon in the bottom left to look through all the pictures you took, rotate them or delete them before saving.
Uploading files from your device
You can upload files from your device by selecting the File manager option when you upload documents either from the Inbox screen or from the account's profile.
And this is how you can upload a file from the account profile.
Uploading pictures from your gallery
If you have a photo of a document, you can upload it using the Phone gallery option.
