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Save time when editing a pipeline with a default job template!
Select a job template for your pipeline, so when you add a new job you don’t have to select what template to apply, it’ll be filled automatically.
It works for scheduled jobs and client signup form as well.
Learn more about job templates: https://help.taxdome.com/article/274-custom-job-templates
How to automate clients onboarding in TaxDome: https://help.taxdome.com/article/224-how-to-auto-add-jobs-to-pipelines-based-on-client-sign-up-form
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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Default Job Template
Save time when editing a pipeline with a default job template!
Select a job template for your pipeline, so when you add a new job you don’t have to select what template to apply, it’ll be filled automatically.
It works for scheduled jobs and client signup form as well.
Learn more about job templates: https://help.taxdome.com/article/274-custom-job-templates
How to automate clients onboarding in TaxDome: https://help.taxdome.com/article/224-how-to-auto-add-jobs-to-pipelines-based-on-client-sign-up-form
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.
