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Now you can add a text block in your organizers to inform the client about something. You can use these blocks to describe the sections it is added to, clarify a question, etc.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about creating organizers in TaxDome: https://help.taxdome.com/article/114-custom-organizer-templates
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.
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Text Blocks in Organizer
Now you can add a text block in your organizers to inform the client about something. You can use these blocks to describe the sections it is added to, clarify a question, etc.
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system
Learn more about creating organizers in TaxDome: https://help.taxdome.com/article/114-custom-organizer-templates
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.