Migrate docs

Export documents from other platforms and import them into TaxDome.

Migrate docs to TaxDome in 3 steps

Migrate client docs to TaxDome in 3 steps: export folders, create matching accounts, and import files.

Bulk-import client documents into TaxDome directly from your browser, with automatic account matching and resumable uploads.

Move your Canopy documents into TaxDome—organized by client, with your folder structure intact.

Export documents from Drake Documents or Drake Portals to migrate to TaxDome.

Move your FileCabinet CS documents into TaxDome—organized by client, with your folder structure intact.

Download documents from Google Drive and import them into TaxDome.

Move your Karbon documents into TaxDome—organized by client, with your folder structure intact.

Easily transfer your documents from ShareFile to TaxDome

Learn how to export client folders from SmartVault and import them into TaxDome.