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If you or your client need to correct the contract without starting over, now you can just edit it!
As you change the contract, the client will receive a notification and you can see the edits history in the audit trail to track who and when made changes.
Learn more about contracts in our Help Center: https://help.taxdome.com/article/181-contracts
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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Editing Contracts
If you or your client need to correct the contract without starting over, now you can just edit it!
As you change the contract, the client will receive a notification and you can see the edits history in the audit trail to track who and when made changes.
Learn more about contracts in our Help Center: https://help.taxdome.com/article/181-contracts
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.
