Documents
Téléchargez, organisez et gérez les documents liés à votre cabinet .
Documents : Aperçu
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.
Statuts des documents
Find out what stage a document is in, such as Signed or Pending Approval.
Fichiers et dossiers
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome IA
Use AI to rename and tag client docs automatically
Lier les documents à projets
Access to documents right from the job card and make the job automove through the pipeline.
Documents : Dépannage
Learn how to resolve common document issues in TaxDome.