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Featured Article
Useful links mentioned during the webinar:
Tasks, Pipelines & Jobs, Explained: https://help.taxdome.com/article/105-tasks-pipelines-jobs-explained
Explore all automations: https://help.taxdome.com/article/108-using-automations
Automoving jobs to the next stage: https://help.taxdome.com/article/236-jobs-automove
Your First Pipeline With Automations Tutorial: https://help.taxdome.com/article/282-jumo-in-your-first-pipeline-with-automations
Adding jobs in bulk: https://help.taxdome.com/article/109-using-jobs#13
Why tax preparers should automate their practice: https://youtu.be/YdZ9xUxANi4
When automoving jobs is useful: https://youtu.be/Aw_4YANB7QI
Client onboarding automation for 1040 clients: https://youtu.be/C13a9WRFpMs
Automations for keeping clients in the loop: https://youtu.be/l7Gn3dyjc4I
Client communication automation examples: https://youtu.be/bl02efLnJWk
Book a personal onboarding session
Video
Product Webinar: Workflow & Automation
Useful links mentioned during the webinar:
Tasks, Pipelines & Jobs, Explained: https://help.taxdome.com/article/105-tasks-pipelines-jobs-explained
Explore all automations: https://help.taxdome.com/article/108-using-automations
Automoving jobs to the next stage: https://help.taxdome.com/article/236-jobs-automove
Your First Pipeline With Automations Tutorial: https://help.taxdome.com/article/282-jumo-in-your-first-pipeline-with-automations
Adding jobs in bulk: https://help.taxdome.com/article/109-using-jobs#13
Why tax preparers should automate their practice: https://youtu.be/YdZ9xUxANi4
When automoving jobs is useful: https://youtu.be/Aw_4YANB7QI
Client onboarding automation for 1040 clients: https://youtu.be/C13a9WRFpMs
Automations for keeping clients in the loop: https://youtu.be/l7Gn3dyjc4I
Client communication automation examples: https://youtu.be/bl02efLnJWk
Book a personal onboarding session
