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

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