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Clients can now notify you when they’re done uploading documents
If you send them a to-do list with a bunch of statements to upload, you can let them tick the checkbox ‘Done Uploading’ so that you will be notified only once they’re fully done
You can turn the toggle off in firm settings if you don’t want clients to see this checkbox.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
Video
Client Done Uploading Notification
Clients can now notify you when they’re done uploading documents
If you send them a to-do list with a bunch of statements to upload, you can let them tick the checkbox ‘Done Uploading’ so that you will be notified only once they’re fully done
You can turn the toggle off in firm settings if you don’t want clients to see this checkbox.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
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
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm