Windows desktop app
Install and use the TaxDome desktop application for Windows.
Windows app explained
The Windows app lets you manage client documents from your desktop—sync files via TaxDome Drive, print from any Windows application, and upload directly to client accounts.
Upgrade to the new Windows app FAQ
Answers to common questions about switching from the Windows app (v3) to the new one (v4).
Known issues with Windows app (v3)
A dated list of known problems affecting the old Windows app (v3), including causes, who's affected and workarounds.
Download & install the new Windows app
Learn how to download, install, sign in to, and update the TaxDome Windows app.
Work with TaxDome Drive
Upload, edit, and manage client files using TaxDome Drive directly from File Explorer on your desktop.
Upload documents
Explore how to add files to the system from web portal, desktop or mobile app, and more.
Print and send docs to TaxDome from any application
Move documents from tax programs like ProSeries, Lacerte, Drake, and others to TaxDome.
Migrate docs to TaxDome in 3 steps
Migrate client docs to TaxDome in 3 steps: export folders, create matching accounts, and import files.