Workflow (Basic): Bulk actions

In the Workflow section, you’ll find the TaxDome tool for taking care of many clients’ needs all at once. Instead of doing things one by one, you can select several clients and apply the same action to all of their accounts. This is a faster and more efficient way of getting things done.

Covered here: 

In the Workflow section, you’ll find the TaxDome tool for taking care of many clients’ needs all at once. Instead of doing things one by one, you can select several clients and apply the same action to all of their accounts. This is a faster and more efficient way of getting things done.

Covered here: