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

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