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Leverage workflow automation in TaxDome
About This Webinar
Discover how to manage your processes, enhance efficiency and track the progress of your work by automating most of your repetitive tasks.
After this webinar, you'll be equipped to perform these actions automatically:
1. Track your progress with pipelines
2. Speed up requesting documents and sending messages and invoices
3. Share access and assign team members to jobs and pipelines
Webinar handouts: https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Handouts_Workflow+Webinar+TaxDome.pdf
Hosted By
TaxDome is a powerful practice management platform for accounting, tax and bookkeeping firms
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