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Tax Preparation: Configure Processes in TaxDome

Tax Preparation: Configure Processes in TaxDome
23 Min

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Tax Preparation: Configure Processes in TaxDome

Here, we will tell you how to set up your tax preparation processes in TaxDome: how to onboard new clients with ease, deal with extensions using automations, obtain e-signatures for 8879s in a flash, and more.

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