Link Account Notes to Tasks

Now you can add account notes to tasks to collect all the necessary information and not lose any details.
Don’t forget that only firm owners and team members can see the note.

Learn more about tasks in TaxDome: https://help.taxdome.com/article/110-creating-tasks

What are account notes and how to use them: https://help.taxdome.com/article/133-internal-only-notes

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

Now you can add account notes to tasks to collect all the necessary information and not lose any details.
Don’t forget that only firm owners and team members can see the note.

Learn more about tasks in TaxDome: https://help.taxdome.com/article/110-creating-tasks

What are account notes and how to use them: https://help.taxdome.com/article/133-internal-only-notes

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