Webinar: TaxDome bootcamp series 2.0 by TaxDome

TaxDome

Agenda of workshop sessions

First steps with TaxDome

Monday, May 13, 2024 · 1:00 PM EDT

Set up and customize your CRM for efficient client management

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Importing your clients

Tuesday, May 14, 2024 · 1:00 PM EDT

Seamlessly import your clients to TaxDome and streamline client interactions

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TaxDome's bootcamp series: Customizing workflows

Wednesday, May 15, 2024 · 1:00 PM EDT

Enhance efficiency with automated workflows and customizable templates

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TaxDome's bootcamp series: Testing workflows and setting up payments

Thursday, May 16, 2024 · 1:00 PM EDT

Optimize workflows and simplify payment processes for your firm

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TaxDome's bootcamp series: Final steps, best practices, and Q&A

Friday, May 17, 2024 · 1:00 PM EDT

Learn best practices for maximizing the power of TaxDome and ask any remaining questions

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