Not too long ago, we released a new design for the client portal Documents section, allowing clients to find necessary files much easier and faster and reducing document turnaround time by up to 30%. Our next goal was to provide firms with more centralized and efficient document management, minimizing clicks and maximizing productivity.
As our Product Team analyzed vital pain points of the Documents section user experience, it became clear that many unnecessary actions and clicks could be eliminated if we provided practitioners with a single workspace to work with documents across your entire firm in addition to within a context of a client.
In this blog, we will look at our redesigned global Documents section with revamped interface and improved navigation to help you find what you need faster: all documents across all clients in one organized view.
Over time, we plan to add ‘global’ sections across all TaxDome features: messages, organizers, contracts, etc. allowing you to work with them across all clients.
Let’s dive into the details.
Previously, to access a specific document, you needed to first remember the client it’s attached to and then either go to the client profile and peruse the Documents tab, run a firm search by the file name or use the virtual drive.
The dedicated Documents section in the left sidebar of the main menu leads you directly to all documents across all clients. The documents are centralized and organized in a way to make it easier for you to find the documents.
You can use the search bar to find the needed file without having to scroll through the list. We’ll also discuss newly added Filters in more detail below.
New key subsection organization: Recent, Docs and Trash
- Recent is a brand-new area to find recently accessed/uploaded files across all clients for the last 100 items – find documents you were recently working on without having to look for a specific client.
- Docs is intended to work with a specific client’s documents by navigating the traditional folder structure according to document access levels and performing traditional actions: upload documents and folders, create and apply folder templates. Here, you can now easily select a client, find a specific client by using the search bar and switch between client accounts without having to leave the page and go to the Clients tab.
- Trash is a home for all deleted documents across all clients for the last 120 days. After 120 days, documents are deleted automatically.
Should you choose to, you can permanently delete documents from the Trash immediately without having to wait 120 days. As a reminder, documents deleted by firm members are never visible to clients. Please refer to our help article to learn more about deleting & restoring files in TaxDome.
New Filters: by account name and by date
The new Recent subsection allows you to find certain types of documents by filtering them according to your preferences: find all signatures, all approvals and recent actions by your firm and clients throughout a specific time period across all accounts. To reduce extra clicks, save frequently used filters as filter templates for future use.
As a reminder, unlimited cloud storage is included with every TaxDome license.
In the future, we plan to maximize the efficiency of using the Documents section and enhance it by adding Signature and Approvals subsections, a new ‘search suggest’ function; in the search bar, bulk actions and more. Stay tuned!
If you have any suggestions on document management in TaxDome, just let us know on the Feature Request Board!
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