#CRM & Clients

TaxDome Academy – How to Use Client Tasks for Requesting Documents

February 6, 2023

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This video is a part of TaxDome Academy, our free online hub for viewing and learning everything you need to know about TaxDome. academy.taxdome.com/

Learn more on TaxDome Academy – youtu.be/lYo55RAPSZg

Take the Academy course How to streamline exchanging documents to learn more on files in TaxDome academy.taxdome.com/course/how-to-streamline-exchanging-documents/open

Learn more about storing, sharing documents, getting client approvals and requesting e-signatures in TaxDome in our help center: help.taxdome.com/category/75-documents

Find out how TaxDome can help you to standardize and automate your workflows, communicate with team members, and more taxdome.com/overview