Client communication: emails, chats, firm announcements and more

Find out everything you need to know about client communication in TaxDome. After watching the webinar below you will be able to:

Handle all client requests using an organized email inbox

Ask for documents and create tasks for clients using our secure messaging system — Chats

Leverage firm announcements to avoid bulk-sending emails about changes which impact all clients

Use organizers to gather info and request documents from clients

Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Communication+webinar+handout.pdf

Find out everything you need to know about client communication in TaxDome. After watching the webinar below you will be able to:

Handle all client requests using an organized email inbox

Ask for documents and create tasks for clients using our secure messaging system — Chats

Leverage firm announcements to avoid bulk-sending emails about changes which impact all clients

Use organizers to gather info and request documents from clients

Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Communication+webinar+handout.pdf