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You can now track exactly when clients view and sign contracts.
Audit trails contain all the information you may need to track: IP address, location, user information & more.
Reminder: you can also see Audit Trails for files, messages and client tasks
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms.
If you haven’t heard of TaxDome, join our daily demo to see automations in action.
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.
Video
Audit Trail For Contracts
You can now track exactly when clients view and sign contracts.
Audit trails contain all the information you may need to track: IP address, location, user information & more.
Reminder: you can also see Audit Trails for files, messages and client tasks
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms.
If you haven’t heard of TaxDome, join our daily demo to see automations in action.
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.
