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Viewing & Deleting your Contracts/Engagement Letters
Check the status of pending contracts.
Delete irrelevant items.
For more details, visit our Help Center by clicking the link below:
https://help.taxdome.com/article/181-contracts#7
Learn more about exchanging documents internally & with clients using TaxDome https://vimeo.com/498340339
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
Viewing and Deleting Contracts
Viewing & Deleting your Contracts/Engagement Letters
Check the status of pending contracts.
Delete irrelevant items.
For more details, visit our Help Center by clicking the link below:
https://help.taxdome.com/article/181-contracts#7
Learn more about exchanging documents internally & with clients using TaxDome https://vimeo.com/498340339
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.
