350+ companies surveyed: How business clients choose accountants and what they’re willing to pay. Download the report
When it comes to jobs, completing task is essential; you can assign as many team members to do it as needed.
Link the task to a job in a Pipeline to easily change the assignee.
When you are moving a job from one stage to the next, you can update the task assignee inside the Job.
Details: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together#4
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
Task Assignees
When it comes to jobs, completing task is essential; you can assign as many team members to do it as needed.
Link the task to a job in a Pipeline to easily change the assignee.
When you are moving a job from one stage to the next, you can update the task assignee inside the Job.
Details: https://help.taxdome.com/article/380-assignees-and-account-access-how-everything-works-together#4
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.
