CRM (Basic): Apply Bulk Actions

A bulk action involves doing the same action for lots of clients at once; it’s the quick workaround to performing the action one client at a time. With TaxDome’s bulk-action feature, you first check off the clients who need the same thing done, then you trigger the action. It’s much more efficient than the one-at-a-time method—not to mention much faster!

A bulk action involves doing the same action for lots of clients at once; it’s the quick workaround to performing the action one client at a time. With TaxDome’s bulk-action feature, you first check off the clients who need the same thing done, then you trigger the action. It’s much more efficient than the one-at-a-time method—not to mention much faster!