Automation Examples (Basic): Sending Organizers

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Before any job can get done, you need to gather client info. Let your pipeline do the work for you: Automate your organizers so they go out to clients ASAP.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Before any job can get done, you need to gather client info. Let your pipeline do the work for you: Automate your organizers so they go out to clients ASAP.