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TaxDome gives you lots of tools to manage and keep track of your client’s proposals or engagement letters. Access all your proposals at once or just those for a specific client. Sort, search them — and more.
Covered here:
Your Proposals & ELs page
Proposals are available to the firm owner, admin, and any team member with
Manage proposals access rights.
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Proposals List (Basic): View, Sort, Search
TaxDome gives you lots of tools to manage and keep track of your client’s proposals or engagement letters. Access all your proposals at once or just those for a specific client. Sort, search them — and more.
Covered here:
Your Proposals & ELs page
Proposals are available to the firm owner, admin, and any team member with
Manage proposals access rights.
