Special Offer: Get 50% off your first 2 months when you do one of the following

Personalized offer codes will be given in each session

Attend a group training Schedule a 1-on-1 guided demo

1. Bootcamp: CRM, Migration, & Client Portal

Note: This webinar is part of a multi-session recurring webinar: 1. Bootcamp: CRM, Migration, & Client Portal.

About This Webinar

Start strong, clean data, smart setup, zero chaos from day one. This session will focus on basic settings, organizing your client list ready for import, and migrating documents once the client list is in.

Featured Presenters

Fabiola Garcia

Onboarding Team Lead

VIEW PROFILE

TaxDome Carlos

Onboarding Manager

VIEW PROFILE

Documents

Recommended

.js-disable-section{ top: 0px; left: 5%; position: fixed; width: 90%; height: auto; margin: 0px; padding: 0px; z-index: 9999999; } .js-bme-box{ box-shadow: rgba(0, 0, 0, 0.1) 0px 2px 4px; background-color: rgb(255, 0, 0); border-color: darkred; color: rgb(255, 255, 255); background-image: linear-gradient(to right, rgb(255, 49, 110), rgb(245, 53, 113)); border-radius: 0px 0px 5px 5px; text-align: center; } .js-bme-box span{ font-size: 18px; text-align: center; padding: 13px 10px; position: relative; font-family: 'ModernSans', Arial, Helvetica, sans-serif; font-weight: normal; line-height: 50px; } #register_with_pre_response, #register_with_pre_response_template, #submit_registration_button{ pointer-events:none !important; opacity: 0.5 !important; }

Javascript is required to complete registration. Please enable Javascript in your browser, or contact support for instruction on how to do so.