Migrate docs from Google Drive to TaxDome

This guide walks you through exporting documents from Google Drive while keeping your clients’ folder structure intact, so you can upload them to TaxDome in bulk.

To export documents from Google Drive, download an archive with your clients’ folders to your computer and unzip it. Let’s examine these steps in more detail.

1. Ensure all client documents are organized in the appropriate folders on Google Drive.

   

2. Select the folders you want to export by dragging the area around them with the mouse.

3. Click the three dots at the top left, then Download. The time it takes to prepare the archive depends on the amount of data. Once ready, the archive is saved to your browser’s download folder .

   

4. After downloading, unzip the archive on your computer. You’ll have folders and files identical to the structure on Google Drive.

   

Once your files are exported, continue the migration by importing your CRM data and then importing your documents into TaxDome .

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