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When gathering information via organizers, you’re able to remind clients to complete them in time.
Set up reminders that the client will receive if they don’t return the completed organizer by a certain deadline.
Once you turn on Reminders, you can configure its inactivity threshold period and limit.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about organizers and their features in our Help Center: https://help.taxdome.com/article/132-customizable-organizers#12
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.
Video
How to Set Up Reminders in Organizers
When gathering information via organizers, you’re able to remind clients to complete them in time.
Set up reminders that the client will receive if they don’t return the completed organizer by a certain deadline.
Once you turn on Reminders, you can configure its inactivity threshold period and limit.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about organizers and their features in our Help Center: https://help.taxdome.com/article/132-customizable-organizers#12
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.
