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No longer provide a specific service? You don’t have to delete it, just archive and make it active again if needed.
It helps you save the data.
Don’t forget that archived services will be removed from contracts and invoices they are added to.
Learn more about services in our Help Center: https://help.taxdome.com/article/393-services
How to set up a contract in TaxDome: https://help.taxdome.com/article/181-contracts
Create and manage invoices in TaxDome: https://help.taxdome.com/article/174-creating-emailing-and-setting-reminders-for-invoices
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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Archive Services
No longer provide a specific service? You don’t have to delete it, just archive and make it active again if needed.
It helps you save the data.
Don’t forget that archived services will be removed from contracts and invoices they are added to.
Learn more about services in our Help Center: https://help.taxdome.com/article/393-services
How to set up a contract in TaxDome: https://help.taxdome.com/article/181-contracts
Create and manage invoices in TaxDome: https://help.taxdome.com/article/174-creating-emailing-and-setting-reminders-for-invoices
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.