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
About This Webinar
Organized data = fast workflows. Learn how to import clients, tag them for service-based automation, and create a seamless onboarding experience—complete with organizers, docs, and welcome messages.
Access the client import sheet here: 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
Featured Presenters
