Actions with documents

TaxDome lets you preview PDFs, Office Word/Excel files (DOC, DOCX, XLS, XLSX) and the popular image files (JPG, JPEG, PNG, GIF). Click the document’s name to open the document viewer. For a description of all available options, see Document viewer options below. Other file types, such as CSV and PPT/PPTX, aren’t previewable in the viewer—download them to open in an external application.

Open a document from the Accounts screen: tap the client, open the Documents tab, then tap the file.

Tap the three dots at the top right to edit, duplicate, print, download, or delete it—or long-tap the file in the documents list to open the same menu without opening the document first.

You can access the print option right from the document viewer. To print PDFs and images (JPG, JPEG, PNG, GIF, BMP, WEBP, etc.), open the document and click the print button at the top right of the viewer.

Go to the client’s Accounts screen, tap the client, then open the Documents tab to find your documents. Tap a document to open it, tap the three dots at the top right, then select Print—or long-tap the document in the documents list and select Print. Your device must be paired with a printer.

To download documents or folders, either individually or in bulk:

• Download single document: Open the document and click the download button at the top right of the viewer.

• Download documents and folders in bulk: Select the documents or folders you want to download in the list, then click Download in the menu bar.

Go to the client’s Accounts screen, tap the client, then open the Documents tab to find your documents. Tap a document to open it, tap the three dots at the top right, then select Download—or long-tap the document in the documents list and select Download—to save it to your device.

You may want to create a document copy to make edits while preserving the original document or to transfer the copy to another client account. To create a document copy, click the three dots to the right of the document and select Duplicate. The document copy will be saved with a suffix (e.g., f1040 (2)).

Note

Only individual files can be duplicated, not folders.

Go to the client’s Accounts screen, tap the client, then open the Documents tab to find your documents. Tap a document to open it, tap the three dots at the top right, then select Duplicate—or long-tap the document in the documents list and select Duplicate.

To edit a document’s name, description or tags, open the document and click the i icon button at the top left of the viewer.

You can also access document properties from the document list by clicking the three dots to the right of the document and selecting Edit info.

Documents with Client can view permission level can also be locked to an unpaid invoice .

Note that in the Tags dropdown, tags used by AI are marked with an icon.

Tip

Create a tag such as Reviewed and apply it to a document once your team has checked it, then filter the document list by that tag to see what’s still outstanding.

Go to the client’s Accounts screen, tap the client, then open the Documents tab to find your documents. Tap a document to open it, tap the three dots at the top right, then select Edit file—or long-tap the document in the documents list and select Edit file—to change its name or description.