Hello there! Today we are going to explore what makes TaxDome an efficient document management system. This course is part of a 3-step dive into how documents in TaxDome work. Here’s a brief overview of what we will cover in these three related courses:

• How to work with documents in TaxDome: basic actions, uploading, and requesting files from clients
• How e-signing in TaxDome works and how you can request e-signatures from clients
• How to perform advanced actions with documents in TaxDome

Today we are going to explore where you can find documents, what you can do with them, how to upload them to the platform — and how to request files from your clients. Over the next four lessons you will find out more about:

• Where you can find client documents and how you can organize them
• How to upload documents to TaxDome using our web interface and desktop app
• How to upload files using TaxDome Drive — and how it enables you to work with files locally
• How you can request documents from your clients

We've rounded up all the main actionable items in our interactive cheat sheet: check it out to measure your progress and understanding of the platform.

Finally, a little heads-up: we’ve added 2-question quizzes at the end of most lessons — so that you can make sure all the important info nuggets are still with you. Don’t worry: we’ll point out which parts you need to pay extra attention to. And you can always track back if you’re stuck on a particular question.

Sounds good? Pulse not racing? Then let’s go!