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You can automate organizers in the pipeline.
When a job reaches this stage, an organizer template will automatically be sent to the client.
You can set up a reminder so your client will be notified when the organizer is not yet filled out.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more: https://help.taxdome.com/article/132-customizable-organizers
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.
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Sending Organizers via Automation
You can automate organizers in the pipeline.
When a job reaches this stage, an organizer template will automatically be sent to the client.
You can set up a reminder so your client will be notified when the organizer is not yet filled out.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more: https://help.taxdome.com/article/132-customizable-organizers
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.
