Streamline client communication

Maximize client communication efficiency with TaxDome's suite of tools, including emails, secure messages, firm announcements, client tasks and automations.

Follow along with us and discover how to:
- Explore the different ways to talk to your clients, including emails, secure messages and firm announcements, how they differ and how to choose the right method for your client interactions.
- Explore in-depth the functionality of emails and secure messages within TaxDome: sync your emails with Taxdome, use custom templates and send documents
- Optimize your strategy with automations, organizers and firm announcements to enhance control and flexibility in your communication workflows

Webinar handouts: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Communication+webinar+handout.pdf