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You can now more easily manage client accounts while performing bulk actions in TaxDome.
Now you see three accounts along with the icon showing the number of those selected. Before, if you selected 10+ accounts, all of them were displayed, turning into an endless list.
When choosing more clients for bulk actions, you can quickly find the last five you interacted with.
Start typing a client’s name to find them in the dropdown menu quickly.
You can see the new select when adding jobs, creating tasks, applying folder templates, sending emails, messages, contracts, or organizers.
Read more about Bulk Actions in our Help Center: https://help.taxdome.com/article/124-accounts-list-bulk-actions
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 selection improvements in bulk actions
You can now more easily manage client accounts while performing bulk actions in TaxDome.
Now you see three accounts along with the icon showing the number of those selected. Before, if you selected 10+ accounts, all of them were displayed, turning into an endless list.
When choosing more clients for bulk actions, you can quickly find the last five you interacted with.
Start typing a client’s name to find them in the dropdown menu quickly.
You can see the new select when adding jobs, creating tasks, applying folder templates, sending emails, messages, contracts, or organizers.
Read more about Bulk Actions in our Help Center: https://help.taxdome.com/article/124-accounts-list-bulk-actions
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.
