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Video

Manually Resend Reminders

If clients take too long to sign a contract, read a document, etcetera, you can now manually resend contracts, messages, organizers, and documents. This will remind clients to interact with the files or messages you sent and comes in particularly handy when a client is overwhelmed with notifications.

Learn more: https://help.taxdome.com/article/119-automatic-reminders

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

Manually Resend Reminders

If clients take too long to sign a contract, read a document, etcetera, you can now manually resend contracts, messages, organizers, and documents. This will remind clients to interact with the files or messages you sent and comes in particularly handy when a client is overwhelmed with notifications.

Learn more: https://help.taxdome.com/article/119-automatic-reminders

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