Docs (Basic): Upload Manually or Automatically

There are tons of options for uploading documents to TaxDome: Drag-and-drop them, use a zip file that automatically unpacks—and more. 

Documents can be uploaded by a firm owner, admin or any team member who has account access or manage documents access rights. Read on to discover all your uploading options. 

Covered here:

How to Upload Documents

There are many ways to upload; choose what works best for you:  

  • Click + NEW in the left sidebar menu.
  • Drag the documents or folders from your desktop to the Docs tab on the Documents page and drop them into a folder. You can also drop them inside the Docs tab for the account.
  • Click Upload Documents or Upload Folder in the Docs tab on the Documents page or in the Docs tab for the account.
  • Use the TaxDome Desktop App.
  • Use TaxDome Drive.
  • Upload them using folder templates and automations in pipelines

1. Click + NEW in the left sidebar menu, select Document from the slide-out or click Upload Documents inside the Docs tab on the Documents page or inside the Docs tab for the account, then select the files you want to upload from your computer. To select several files from one folder, use control or shift on your keyboard.

2. Go to the account you want to upload the files to. 

3. Choose where you want to upload to. There are visibility icons for each document and folder for easy identification. 

4. Click Upload to finish. When uploading to a top-level folder with Client can view or Client can view and edit access (for more details, go here), you’ll be able to toggle on some helpful settings (see below). 

Keep in mind:

  • Some file types are not recognized (for more details, go here).
  • The maximum upload size is 200 Mb. 
  • To cancel uploading while it is in progress, click the x.

Additional Settings While Uploading

When you upload documents to a top-level folder with a Client can view or Client can view and edit access (for more details, go here), you can toggle on some helpful settings. You can either toggle them on for all documents you upload or just some

Below, find out more about the numbered items here:

1. Notify client: When toggled on, all contacts—who are linked to the account and have notifications enabled (for more details, go here)—receive an email notification when you upload. 
2. Mark as read for client: When toggled on, the documents are uploaded but not marked New for the client; they won’t receive a notification about it. This feature is useful when you are first moving a client to TaxDome. 

3. Notify followers when a client opens a document: When toggled on, all team members with account access and notifications for documents enabled receive a notification via email and in their Inbox+ when the client first opens the document. (For more on assigning team members to accounts, go here.)

4. Request client approval: This setting is available only when uploading to a top-level folder with a Client can view access level. (Go here for more details.)

5. Lock document to the unpaid invoice: This lets you upload a document so that the client sees that it’s available but can’t view or download it until they have paid for the work. (To find out more, go here.)   

Selecting Additional Settings for Individual Files 

When you upload several documents to an account, you may want to choose different settings for each file. For example, you want to get approval from a client on one document and lock another one to an invoice. Follow these steps:

1. Once you’ve selected the documents, click Set up individually in the top right. This settings option shows up only when you’re uploading two or more files.  

2. Click the gear icon to the right of the file, then select the settings. 

3. Click Back, then repeat for each file. Documents with added settings will be given color-coded status tags (Pending Approval, Pending Payment, Notify followers, Mark as read, or Notify Client) for easy identification. 

4. Click Upload to finish. 

Uploading Documents by Using Folder Templates and Automations in Pipelines

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Automations can be used to get documents to automatically upload to a client account when a job enters a new stage in a pipeline. To set up automations, you’ll first need a folder template containing the documents you want uploaded (go to how to create a folder template for the instructions).

Once a folder template is ready, apply the Folder Template automation to the pipeline. This way, all accounts added to the pipeline will automatically get a set of documents when the job reaches the stage with the automation to upload them. 

Uploading Whole Folders

To upload whole folders, choose the way that works best for you: 

  • Drag folders from your computer to the Docs tab on the Documents page and drop them in a folder or drag them to the Docs tab for the account. 
  • Click Upload Folder inside the Docs tab on Documents page or inside the Docs tab for the account. 
  • Click + NEW in the left sidebar menu, then select Folder from the slide-out. 

Keep in mind:

  • File types that are not recognized won’t upload.
  • Your folder structure doesn’t carry over. All documents are placed in the selected TaxDome folder without their original folders.
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Tip: If you are having trouble transferring documents, we’ll do it for you! Follow the steps here to get help. 

Uploading a Zip File

Zips are a great way to upload multiple documents at once. TaxDome uploads zip files of up to 200 Mb. They are uploaded the same as other files. However, once a zip file is uploaded:

  • The zip file is automatically unzipped.

  • File types not recognized won’t upload.

  • Folders on the zip will not replicate on TaxDome, so you’ll need to create new folders to organize the documents.

  • The original zip file that you uploaded is automatically deleted.

What Clients See When You Send Them Documents

Clients can access documents you upload to the Client can view folder.
They can open them...

  • ...by going to the Documents page. 
  • ...by clicking the link in their automatic email notification. 
  • ...by clicking the notification on their dashboard. 

Access a read-only view of a client’s portal to see TaxDome from their side.

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Tip: Check out TaxDome Academy for our fun comprehensive courses.

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