12/20/23

TaxDome How To: View Documents on Web

This video will help you learn how to download and view any files uploaded by Mary Capule CPA. Any files you’ve uploaded are stored in the documents tab inside the Client uploaded documents. Files uploaded by your accountant or tax preparer are stored in the Firm docs shared with client’s folder.

To see the document, just click on its name. You can download the document from the viewer mode or from the documents list.

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Intro to TaxDome: Our Client Portal on Web