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Session 1: Build Your First Automation
About This Webinar
From scattered to streamlined. In 90 minutes, you’ll launch your branded portal, trigger your first client automation, and send a live proposal. Get a hands-on look at how growing firms use automation to reclaim 40+ hours a week and scale.
Client import sheet template: https://docs.google.com/spreadsheets/d/1vqNomb3j1dzAGUyYAjss_mm51wQ2Bhgx/
Access the handouts with helpful articles here: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/handouts_basic_bootcamp.pdf
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