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Discover how to set up a single organized inbox, learn how to prepare your client data for import, and get a firm grip on how to create and navigate client accounts. After watching this bootcamp session you will be able to:
– Sync your email with TaxDome, save email attachments from clients, and allow other team members to send emails on your behalf
– Prepare client data for import from a spreadsheet
– Work with accounts: add new ones, apply tags for differentiation, use bulk actions to save time, and more
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+1+-+First+steps+with+TaxDome.pdf
Video
Bootcamp session 1: First steps with TaxDome
Discover how to set up a single organized inbox, learn how to prepare your client data for import, and get a firm grip on how to create and navigate client accounts. After watching this bootcamp session you will be able to:
– Sync your email with TaxDome, save email attachments from clients, and allow other team members to send emails on your behalf
– Prepare client data for import from a spreadsheet
– Work with accounts: add new ones, apply tags for differentiation, use bulk actions to save time, and more
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+1+-+First+steps+with+TaxDome.pdf
