How to streamline exchanging documents internally & with clients

Supercharge your document workflow by using TaxDome to store, manage and share documents securely with your clients.

🟢 Beginner, 23 min video

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A well-maintained document workflow is a great assistance in collaboration with your team and your clients. TaxDome’s robust document management system is incorporated with your e-signatures, client portal and CRM. This significantly improves your overall workflow and saves you money you could’ve spent on multiple subscriptions. With TaxDome, you will be able to spend less time managing documents and more time providing valuable services.

In this webinar you’ll learn:

  • Document access rights: control what your clients see and do with documents
  • Folder templates: don’t waste time creating folders for each client manually
  • How to request client approval on documents
  • How to request e-signatures and KBA
  • Share documents with third parties and clients without portal access
  • TaxDome Drive for efficient document upload process
  • TaxDome PDF scanner: converting paper documents into PDFs

Save twice as much time learning about exchanging documents by taking the TaxDome Academy course ‘How to streamline exchanging documents’. 

Reading type?

Document access rights: More>>

Folder templates: More>>

Collect feedback/get approval from clients: More>>

Request e-signatures from clients: More>>

Request KBA: More>>

Sharing documents with 3rd parties that aren’t on the portal: More>>

The TaxDome Windows and MacOS apps 

Uploading documents: More>>

Scan to TaxDome: More>>

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