Home \ TaxDome Webinars & Tutorials \ How to streamline exchanging documents internally & with clients

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

A well-maintained document workflow is a great help when collaborating 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 might have spent on multiple subscriptions. TaxDome will free up time once spent on managing documents and allow you to provide more valuable services.

In this webinar you’ll learn:

  • About document access rights: control what your clients see and do with documents
  • About folder templates: don’t waste time manually creating folders for each client 
  • How to request client approval on documents
  • How to request e-signatures and knowledge-based authentication (KBA)
  • How to share documents with third parties and clients without portal access
  • About TaxDome Drive and its efficient document upload process
  • How TaxDome’s PDF scanner converts 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 list

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>>

Related webinars

How to automate client onboarding with TaxDome

Take a look at the best practices in onboarding 1040 new clients using TaxDome.

🟢 Beginner

How to keep clients in the loop during peak periods

Learn how not to lose clients because of the lack of clear communication.

🟢 Beginner

Getting started

with TaxDome

Discover the basics of TaxDome and how to set up your TaxDome account from scratch.

🟢 Beginner

2022. All rights reserved.