When you create top-level folders, they are created with the Client can view and edit access level.You can create top-level folders and subfolders inside them. Documents are uploaded into any of the subfolders or top-level folders.Upload, Copy or Move Files and Folders in TaxDome Drive The TaxDome (Z:) folder will remain on your desktop, allowing you to access any of your TaxDome files without you having to open a browser to log in to your portal. 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. TaxDome Drive: Automatically Keep Client Files in Sync With Your PC/Mac
