350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
Find out how to invite clients to the portal, navigate client accounts, create folder templates and assign team members to clients — with our second bootcamp session. After watching it you will be ready to:
– Send your clients invitations to the client web portal
– Add tags and custom fields to client accounts — for differentiation and saving extra info
– Choose team members responsible for each client
– Add contacts (i.e. individuals) within accounts and configure settings linked to them
– Create and apply folder templates to easily organize client documents inside their accounts
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+2+-+Importing+your+clients.pdf
Video
Bootcamp session 2: Importing your clients
Find out how to invite clients to the portal, navigate client accounts, create folder templates and assign team members to clients — with our second bootcamp session. After watching it you will be ready to:
– Send your clients invitations to the client web portal
– Add tags and custom fields to client accounts — for differentiation and saving extra info
– Choose team members responsible for each client
– Add contacts (i.e. individuals) within accounts and configure settings linked to them
– Create and apply folder templates to easily organize client documents inside their accounts
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Bootcamp+handout+-+Session+2+-+Importing+your+clients.pdf
