🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
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For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Customize your client sign-up form so that jobs get added to pipelines based on the answers clients provide during their registration. Sign-up forms can be customized by a firm owner or admin.
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Jobs (Advanced): Auto-Add Jobs via the Client Sign-Up Form
For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.
Customize your client sign-up form so that jobs get added to pipelines based on the answers clients provide during their registration. Sign-up forms can be customized by a firm owner or admin.
