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When sending organizers, you can now link the organizer to an existing job, saving you clicks.
We have also added a Link to Job to the Organizers list so you can always select the job while reviewing the account’s organizers.
Reminder: you can link organizers to jobs within the pipeline and through automations.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about Organizers: https://help.taxdome.com/article/132-customizable-organizers#16
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
Linking Organizers to Jobs While Creating
When sending organizers, you can now link the organizer to an existing job, saving you clicks.
We have also added a Link to Job to the Organizers list so you can always select the job while reviewing the account’s organizers.
Reminder: you can link organizers to jobs within the pipeline and through automations.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about Organizers: https://help.taxdome.com/article/132-customizable-organizers#16
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.
