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Video

Deleting Jobs From Pipelines

We recommend archiving jobs instead of removing them permanently.
However, if firms don’t need the job, they can delete it.

If you want to know more about jobs, visit our Help Center: https://help.taxdome.com/article/109-using-jobs#4

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

Video

Deleting Jobs From Pipelines

We recommend archiving jobs instead of removing them permanently.
However, if firms don’t need the job, they can delete it.

If you want to know more about jobs, visit our Help Center: https://help.taxdome.com/article/109-using-jobs#4

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.