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Notifications on client-related events no longer dependent on account assignment. This means greater flexibility: you can receive notifications on account-related events without being assigned to the account or you can have account access and do not receive notifications on it.
Example: As a firm owner, you may be assigned to all your clients but do you really want to receive notifications for all of them? You can now choose to follow only the accounts you should keep an eye on.
All team members who had account access prior to the Followers feature release are following all these accounts by default.
Learn more in our Help Center https://help.taxdome.com/article/401-account-followers
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.
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Account Followers
Notifications on client-related events no longer dependent on account assignment. This means greater flexibility: you can receive notifications on account-related events without being assigned to the account or you can have account access and do not receive notifications on it.
Example: As a firm owner, you may be assigned to all your clients but do you really want to receive notifications for all of them? You can now choose to follow only the accounts you should keep an eye on.
All team members who had account access prior to the Followers feature release are following all these accounts by default.
Learn more in our Help Center https://help.taxdome.com/article/401-account-followers
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.
