Activity feed & Audit trail
Track changes and review history across TaxDome features.
Activity feed event types
Look up what each Activity feed event type tracks and what triggers it.
View history/audit trail for proposals
Track all actions taken on a proposal.
View history/audit trail for client tasks
Track the complete history of client task activity in chat threads.
View history/audit trail for documents
The log shows you the entire document or tax return delivery history sorted chronologically.
View history/audit trail for tasks
View the full history of changes made to a specific task.