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Streamline sending messages about repetitive tasks: welcome messages, uploading documents, requesting e-signatures, reviews, etc.
You can use templates to send one-off messages or to send them in bulk to as many clients as you need.
You can add client tasks inside the message template.
https://help.taxdome.com/article/226-client-tasks
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
Using Message Template
Streamline sending messages about repetitive tasks: welcome messages, uploading documents, requesting e-signatures, reviews, etc.
You can use templates to send one-off messages or to send them in bulk to as many clients as you need.
You can add client tasks inside the message template.
https://help.taxdome.com/article/226-client-tasks
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.
