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Discover how to onboard new employees quickly: explain where to fund core pages and functions and how these work.
After watching the webinar below you’ll be able to show new employees how to:
Find any client info in a couple of clicks
Upload, edit and send documents for client approval/signature
Reach out to clients and team members via email and chats
Complete more high-impact work in less time using our workflow features
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Team+training+webinar+handout.pdf
Video
Team training: use TaxDome like a Pro from day one
Discover how to onboard new employees quickly: explain where to fund core pages and functions and how these work.
After watching the webinar below you’ll be able to show new employees how to:
Find any client info in a couple of clicks
Upload, edit and send documents for client approval/signature
Reach out to clients and team members via email and chats
Complete more high-impact work in less time using our workflow features
Handouts — https://taxdome-public.s3.amazonaws.com/pdf/Webinars+MVP/Team+training+webinar+handout.pdf
