09 03 2019 / TaxDome Updates

New TaxDome Windows App: Bulk Upload, Creating Bills and More

New TaxDome Windows App: Bulk Upload, Creating Bills and More

We’ve been hard at work building new functions to make the TaxDome Windows App work even better for you and your business.

We’ve added Bulk Upload, improved the client approval process, and added a number of improvements to file uploading. Check out these great new features—and more.

1. Bulk Uploading

Too many client docs to upload manually? No longer an issue. Our new version of the Windows app can handle your documents regardless of their number. Select a folder in which you’ve stored documents for all your clients, and we’ll handle the rest. Check out how it works.

2. Creating Bills

Need to lock a bill to your document? You can now create bills directly from the Windows app.

3. Asking for E-Signature

To validate a client’s identity, you can now ask them to provide an e-signature while approving a document.

4. Client Selection Enhancement

Choosing the right client has become easier. You can now see which clients are active (green icons), offline (yellow icons), or inactive (grey icons).

5. File Uploading Improvements

We’ve also got even more improvements in file uploading:

  • The file-uploading limit has been increased. It’s now possible to upload files of up to 25 Mb to the We prepared and Client uploaded sections.
  • You can now upload zip archives of up to 50 Mb. They will be automatically unpacked (just like in our Web version).
  • To help you upload multiple files quickly, we now let you upload whole folders. Just drag-and-drop them from Windows Explorer into the app, then add details for each file. The result is the same as if you had uploaded all of the files found inside the folder(s) individually.

Ready to try the new version? If you’re already using the app, it will ask you to update. Otherwise, get the app from the Windows App tab in your Settings.

Mary Cooper

Mary Cooper

Mary is a passionate technical writer who takes care of help documentation, social media and blog posts at TaxDome. She knows for sure that the best thing she can do to make the world a better place is to keep writing, so she does. And when she is not at her desk, you can find her traveling, doing yoga, gardening, or having fun with her kids.

Subscribe to Taxdome News

Hey, wait...
Subscribe to our news!

We will send you the best of our blog just once a month. We promise.

Please enter a valid email address.
Ebook CTA

Looking to scale a fully-remote accounting practice?

Looking to scale a fully-remote accounting practice?

eBook has been sent
There was an error processing your request. please try again later
Please enter a valid email address.