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Tasks help you manage your to-dos to make sure everyone in the firm is on point.
Watch the video to find out how to create tasks, change task details, and use tasks inside jobs!
Visit our help center for more information:
https://help.taxdome.com/article/110-creating-tasks
Learn about workflow and automation in TaxDome in our webinar: https://vimeo.com/498341104
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
Tasks Explained
Tasks help you manage your to-dos to make sure everyone in the firm is on point.
Watch the video to find out how to create tasks, change task details, and use tasks inside jobs!
Visit our help center for more information:
https://help.taxdome.com/article/110-creating-tasks
Learn about workflow and automation in TaxDome in our webinar: https://vimeo.com/498341104
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.