Your TaxDome Insights page displays everything that currently needs your attention, like pending client activity, your jobs and tasks or those of your team members, etc. Plus, you’ll see your team stats! What’s more, you can configure this page to your liking at any time.
Document
Your Dashboard: Firm Insights
Your TaxDome Insights page displays everything that currently needs your attention, like pending client activity, your jobs and tasks or those of your team members, etc. Plus, you’ll see your team stats! What’s more, you can configure this page to your liking at any time.
