🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more
Featured Article
You can now specify a pipeline and a stage during task creation.
Breadcrumbs added: improved navigation to help you follow where your jobs and tasks stand.
Linking tasks to jobs is only available for tasks created for one client account.
Read more:
https://help.taxdome.com/article/270-tasks-in-jobs#8
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 Tasks to Jobs
You can now specify a pipeline and a stage during task creation.
Breadcrumbs added: improved navigation to help you follow where your jobs and tasks stand.
Linking tasks to jobs is only available for tasks created for one client account.
Read more:
https://help.taxdome.com/article/270-tasks-in-jobs#8
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.
