🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
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You can now track exactly when clients view, start to fill out, or submit organizers.
Audit trails contain all the information you may need to track: event type, date, user information & more.
Reminder: you can also see Audit Trails for files, contracts, and client tasks
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more in TaxDome Help Center: https://help.taxdome.com/article/392-how-to-view-an-organizers-history-audit-trail
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.
Video
Audit Trail in Organizers
You can now track exactly when clients view, start to fill out, or submit organizers.
Audit trails contain all the information you may need to track: event type, date, user information & more.
Reminder: you can also see Audit Trails for files, contracts, and client tasks
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more in TaxDome Help Center: https://help.taxdome.com/article/392-how-to-view-an-organizers-history-audit-trail
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.
