🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Automation Examples (Basic): Sending Messages

Automation Examples (Basic): Sending Messages
15 Min
You can have your messages sent automatically. Also, your jobs can automatically move to the next stage of the pipeline once the client checks off all the client tasks inside the messages. In this article, you will find out how can you use automated messages, either with the automove option or without it.
Read more

Document

Automation Examples (Basic): Sending Messages

You can have your messages sent automatically. Also, your jobs can automatically move to the next stage of the pipeline once the client checks off all the client tasks inside the messages. In this article, you will find out how can you use automated messages, either with the automove option or without it.