In this course, we'll explore where you can find documents, what you can do with them, and how to upload them to the platform. Over the next lessons, you'll find out:

• Where to find client documents
• How their access levels work
• How you can organize documents via folder templates
• How to upload documents to TaxDome

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: