Privatsphäre des Kunden
Halten Sie Informationen auf einer need-to-know-Basis & beschränken Sie leicht die Informationen, auf die bestimmte Teammitglieder Zugriff haben.
Wenn Sie Saisonpersonal einstellen, führen Sie aus, damit Haben Sie Zugriff auf alle Clients und Dokumente in Ihrer Praxis?
Audit Trail
Greifen Sie auf einen Audit Trail von jedem Dokument zu. Sie wissen, ob und wann Ihr Dokument geöffnet oder geändert wurde und von welchem Benutzer.
Verbessern Sie Ihr Einkommen
Verbessern Sie Ihren Umsatz direkt, indem Sie Statistiken verfolgen bezüglich der Produktivität jedes Teammitglieds.
Frequently Asked Questions
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Can I add my employees on my TaxDome account?
Sure. As a firm owner, you decide which clients they will work with and what access rights they need to have. -
Can a staff member log in and view all of their outstanding tasks for all clients in one spot?
Yes. They’ll have access to TaxDome’s notification center (called Inbox+) with all tasks, clients emails, and messages in one place. -
Is there a way to add internal security for team members?
We have an access rights section, where you can expand or limit what each team member sees. -
How can my staff members communicate with one another about clients before responding to them? Do you have something similar to Slack or Teams?
Yes, you can leave notes within Jobs, Tasks, or client notes. We are working on adding a @Mentions feature, so you can tag each other, but that is not yet available. -
Can I assign tasks to specific team members?
Definitely. All tasks can be assigned to one or several team members—or none at all.
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