Documents
Reference for client document management.
Supported and unsupported file types
See which file types TaxDome supports for uploads, and which high-risk types are blocked for security reasons.
Document statuses
Find out what stage a document is in, such as Signed or Pending Approval.
Windows app interface reference
A reference guide to the TaxDome Windows app interface elements and available file actions.
Tax return delivery reference
The sections that make up a tax return delivery, and what each status shown while tracking one means.