350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
Useful links mentioned during the webinar:
Adding Client Accounts: https://help.taxdome.com/article/100-adding-accounts
How to Add, Merge, Export, and Delete Contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Team Member Access Rights: https://help.taxdome.com/article/193-team-member-access-rights
How to Sync Your Email With TaxDome: https://help.taxdome.com/article/102-how-to-sync-your-email-with-taxdome
How to Export Your Client List From Your Current Software: https://help.taxdome.com/article/121-how-to-export-your-client-list-from-your-current-software
How to Import: https://help.taxdome.com/article/122-import
Custom CRM Fields: https://help.taxdome.com/article/126-custom-crm-fields
How to Add, Merge, Export, and Delete Contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Accounts List: Bulk Actions: https://help.taxdome.com/article/124-accounts-list-bulk-actions
Tags in Accounts and Tasks: https://help.taxdome.com/article/129-using-account-task-tags
Adding a Team Member: https://help.taxdome.com/article/190-adding-a-team-member
Book a personal onboarding session – https://help.taxdome.com/article/200-need-help-setting-up-your-custom-domain-or-landing-page
Idea suggestion board: https://feedback.taxdome.com/embed/b/ideas
Video
Product Webinar: Getting Started
Useful links mentioned during the webinar:
Adding Client Accounts: https://help.taxdome.com/article/100-adding-accounts
How to Add, Merge, Export, and Delete Contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Team Member Access Rights: https://help.taxdome.com/article/193-team-member-access-rights
How to Sync Your Email With TaxDome: https://help.taxdome.com/article/102-how-to-sync-your-email-with-taxdome
How to Export Your Client List From Your Current Software: https://help.taxdome.com/article/121-how-to-export-your-client-list-from-your-current-software
How to Import: https://help.taxdome.com/article/122-import
Custom CRM Fields: https://help.taxdome.com/article/126-custom-crm-fields
How to Add, Merge, Export, and Delete Contacts: https://help.taxdome.com/article/125-contacts-how-to-add-merge-duplicates-export-and-delete
Accounts List: Bulk Actions: https://help.taxdome.com/article/124-accounts-list-bulk-actions
Tags in Accounts and Tasks: https://help.taxdome.com/article/129-using-account-task-tags
Adding a Team Member: https://help.taxdome.com/article/190-adding-a-team-member
Book a personal onboarding session – https://help.taxdome.com/article/200-need-help-setting-up-your-custom-domain-or-landing-page
Idea suggestion board: https://feedback.taxdome.com/embed/b/ideas
