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Video

How to streamline document workflow utilizing TaxDome e-signatures

Useful links mentioned during the webinar:https://help.taxdome.com/article/146-electronic-signatures
https://help.taxdome.com/article/291-e-signatures-explained
https://help.taxdome.com/article/287-knowledge-based-authentication-kba
https://help.taxdome.com/article/603-signatures-basic-request-e-signatures-from-desktop-app
https://help.taxdome.com/article/565-edit-signers-list
https://help.taxdome.com/article/552-e-signature-requests-how-to-view-and-cancel
https://help.taxdome.com/article/553-linking-docs-pending-signature-to-jobs-and-using-automove
https://help.taxdome.com/article/537-signature-templates

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm

Video

How to streamline document workflow utilizing TaxDome e-signatures

Useful links mentioned during the webinar:https://help.taxdome.com/article/146-electronic-signatures
https://help.taxdome.com/article/291-e-signatures-explained
https://help.taxdome.com/article/287-knowledge-based-authentication-kba
https://help.taxdome.com/article/603-signatures-basic-request-e-signatures-from-desktop-app
https://help.taxdome.com/article/565-edit-signers-list
https://help.taxdome.com/article/552-e-signature-requests-how-to-view-and-cancel
https://help.taxdome.com/article/553-linking-docs-pending-signature-to-jobs-and-using-automove
https://help.taxdome.com/article/537-signature-templates

Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.

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

Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm