350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
Useful links mentioned during the webinar:
Team Member Access Rights: https://help.taxdome.com/article/193-team-member-access-rights
Assignees & Account Access: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together
Account Followers: https://help.taxdome.com/article/401-account-followers
@mentions: https://help.taxdome.com/article/412-mentions
Conditional Stages & Automations: https://help.taxdome.com/article/466-conditional-logic-in-pipelines
Update Account Tags Automation: https://help.taxdome.com/article/591-pipelines-advanced-update-account-tags-automation
Create Tasks & To-Dos: https://help.taxdome.com/article/110-creating-tasks
Messages: Send Manually or Automatically: https://help.taxdome.com/article/155-secure-messages
Messages: Create & Apply Templates: https://help.taxdome.com/article/115-custom-message-templates
Messages: Link to Jobs, Set Up Automove: https://help.taxdome.com/article/521-how-to-link-and-automove-messages-in-jobs
Check out TaxDome Academy for comprehensive courses about our system.
Video
Effective Team Management and Collaboration in TaxDome
Useful links mentioned during the webinar:
Team Member Access Rights: https://help.taxdome.com/article/193-team-member-access-rights
Assignees & Account Access: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together
Account Followers: https://help.taxdome.com/article/401-account-followers
@mentions: https://help.taxdome.com/article/412-mentions
Conditional Stages & Automations: https://help.taxdome.com/article/466-conditional-logic-in-pipelines
Update Account Tags Automation: https://help.taxdome.com/article/591-pipelines-advanced-update-account-tags-automation
Create Tasks & To-Dos: https://help.taxdome.com/article/110-creating-tasks
Messages: Send Manually or Automatically: https://help.taxdome.com/article/155-secure-messages
Messages: Create & Apply Templates: https://help.taxdome.com/article/115-custom-message-templates
Messages: Link to Jobs, Set Up Automove: https://help.taxdome.com/article/521-how-to-link-and-automove-messages-in-jobs
Check out TaxDome Academy for comprehensive courses about our system.
