You can move files between folders (e.g., from Private/Docs to Firm docs shared with client/2020).You can rename and delete documents and folders except for the default folder with a Client can view and edit access level.When you create top-level folders, they are created with the Client can view and edit access level.Documents are uploaded into any of the subfolders or top-level folders. You can create top-level folders and subfolders inside them.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. Viewing and learning everything you need to know about TaxDome. For more helpful how-to videos, visit TaxDome Academy, our free online hub for

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