How to Create Tags

Help your team organize clients, tasks, time entries, and more by using tags.
A tag is a colored indicator that you name and apply manually or via pipeline automation to one client or several at a time.
Tags save time when searching for clients and elements related to the exact subject.

To find out more about tags, visit our Help Center: https://help.taxdome.com/article/129-using-account-task-tags

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars

Help your team organize clients, tasks, time entries, and more by using tags.
A tag is a colored indicator that you name and apply manually or via pipeline automation to one client or several at a time.
Tags save time when searching for clients and elements related to the exact subject.

To find out more about tags, visit our Help Center: https://help.taxdome.com/article/129-using-account-task-tags

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: 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: taxdome.com/webinars