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Video

TaxDome March update: SMS communication, Improved proposals, the ability for clients to upload entire folders, and more

Tax season is in full swing. Here are all the March updates we’ve made to make communication easier, keep your clients secure, and make your workflow more efficient.

What’s new this month: SMS communication with your clients, folder uploads for easier document sharing from your clients, account filters, additional eSignature options, and a sneak peek at our AI reporting feature.

Discover the benefits of utilizing our SMS feature for client communication in our blog: https://blog.taxdome.com/introducing-sms-text-messages-communication-in-taxdome/

Check out TaxDome Academy TaxDome for in-depth courses on our system:
academy.taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to experience automations in action:
taxdome.com/demo

Video

TaxDome March update: SMS communication, Improved proposals, the ability for clients to upload entire folders, and more

Tax season is in full swing. Here are all the March updates we’ve made to make communication easier, keep your clients secure, and make your workflow more efficient.

What’s new this month: SMS communication with your clients, folder uploads for easier document sharing from your clients, account filters, additional eSignature options, and a sneak peek at our AI reporting feature.

Discover the benefits of utilizing our SMS feature for client communication in our blog: https://blog.taxdome.com/introducing-sms-text-messages-communication-in-taxdome/

Check out TaxDome Academy TaxDome for in-depth courses on our system:
academy.taxdome.com/

If you haven’t heard of TaxDome, join our daily demo to experience automations in action:
taxdome.com/demo