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​.

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​.