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.

Covered here:

• Automate and Delegate Routine Tasks
  • Repeated Tasks Related to Communication
  • Admin Tasks
• Onboarding New Clients: Best Practices
  • Keep a separate pipeline for leads/prospects
  • Handle new clients in your usual pipelines using tags and conditions
• Deal with Extensions
• Set Up Invoicing and Payments
• E-Signing 8879s and Other Tax Forms
• Manage Your Ready Tax Returns

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.

Covered here:

• Automate and Delegate Routine Tasks
  • Repeated Tasks Related to Communication
  • Admin Tasks
• Onboarding New Clients: Best Practices
  • Keep a separate pipeline for leads/prospects
  • Handle new clients in your usual pipelines using tags and conditions
• Deal with Extensions
• Set Up Invoicing and Payments
• E-Signing 8879s and Other Tax Forms
• Manage Your Ready Tax Returns