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You can then drag any of them onto your desktop and vice versa, using all of the familiar file-management tools. You’ll see a folder that contains all of your clients’ files. Once you install TaxDome Drive on your desktop, you are remotely connected to our server.
Saving Documents from Any Tax Software in TaxDome Drive.
Upload, Copy or Move Files and Folders in TaxDome Drive. You can then view, upload and manage all of your clients’ documents from the drive without them taking up precious space on your computer. Once you launch the application on your desktop and sign in, you are prompted to create a TaxDome Drive. TaxDome Drive works the same way as Dropbox or Google Drive. Viewing and learning everything you need to know about TaxDome.
For more helpful how-to videos, visit TaxDome Academy, our free online hub for