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Now you’re able to complete organizer or change the answers on client’s behalf.
In the audit trail, you can see who and when filled the organizer.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more: https://help.taxdome.com/article/497-submitting-organizers#2
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.
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Completing Organizer on Your Clients’ Behalf
Now you’re able to complete organizer or change the answers on client’s behalf.
In the audit trail, you can see who and when filled the organizer.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more: https://help.taxdome.com/article/497-submitting-organizers#2
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.