Organize documents

Create folders, set permissions, move and rename files and work with document lists.

Create folders

Create unlimited folder structure with customizable access levels.

Create folder templates to build reusable structures for organizing client documents.

Reference for permission levels, folder access types, default permissions and individual permissions on documents and folders in TaxDome.

Organize documents by moving them or changing folder visibility settings.

Change the name of any document or folder.

Manage multiple documents and folders at once by sharing, moving, downloading, and marking them as read.

Search, filter, and sort documents across client accounts in TaxDome.

Find all documents that have undergone an action (been uploaded, sent, signed, etc.) in the last 30 days.