資料
診療に関する文書をアップロード、整理、管理できます。
ドキュメント概要
Essentials on how to upload, organize, access, and manage documents in TaxDome.
Document and folder permissions
Doc permissions system provides granular, folder or document-level control over access for team members and clients.
ドキュメントのステータス
Find out what stage a document is in, such as Signed or Pending Approval.
ファイルとフォルダ
Tools for uploading, organizing, editing, sharing, and securing client files.
TaxDome AI
Use AI to rename and tag client docs automatically
ドキュメントと求人情報のリンク
Access to documents right from the job card and make the job automove through the pipeline.
ドキュメントトラブルシューティング
Learn how to resolve common document issues in TaxDome.