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Course

Effective Team Management and Collaboration in TaxDome

Effective Team Management and Collaboration in TaxDome
40 Min

Business growth requires the rapid growth of your team—which is why we want you to begin adding team members to TaxDome effortlessly. After taking this course, you’ll know everything there is to know about team management in TaxDome:

  • User roles and access rights—which access rights are essential for admins, temporary staff, etc.
  • Account followers—when to begin and when to stop getting notifications without cluttering your Inbox+
  • Automatically granting and revoking account access—if you forget to assign something to someone, it is done automatically
  • Changes to the workflow when you add new team members
  • Internal communications for your team—job comments, account notes and sharing internal documentation
  • @Mentions—keep colleagues in the loop and communicate with clients at the same time
Read more

Course

Effective Team Management and Collaboration in TaxDome

Business growth requires the rapid growth of your team—which is why we want you to begin adding team members to TaxDome effortlessly. After taking this course, you’ll know everything there is to know about team management in TaxDome:

  • User roles and access rights—which access rights are essential for admins, temporary staff, etc.
  • Account followers—when to begin and when to stop getting notifications without cluttering your Inbox+
  • Automatically granting and revoking account access—if you forget to assign something to someone, it is done automatically
  • Changes to the workflow when you add new team members
  • Internal communications for your team—job comments, account notes and sharing internal documentation
  • @Mentions—keep colleagues in the loop and communicate with clients at the same time