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How to request your clients’ approval on Documents using the TaxDome Windows App
Request feedback from your clients without leaving the Desktop app
Be notified when your clients approve/disapprove documents
Your clients are obliged to specify reasons why they disapprove your documents
Read more about requesting document approval: https://help.taxdome.com/article/147-request-electronic-feedback-approve-and-disapprove-documents
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.
Video
Request Electronic Feedback (Desktop App – Windows)
How to request your clients’ approval on Documents using the TaxDome Windows App
Request feedback from your clients without leaving the Desktop app
Be notified when your clients approve/disapprove documents
Your clients are obliged to specify reasons why they disapprove your documents
Read more about requesting document approval: https://help.taxdome.com/article/147-request-electronic-feedback-approve-and-disapprove-documents
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.
