Introduce TaxDome to your clients

Client onboarding: how to introduce TaxDome to your clients

Make client communication a breeze with TaxDome! In this webinar, we’ll show you how to create an  incredible client experience. You’ll discover how to:

• Empower your clients with TaxDome’s client web portal: we’ll break down the components, features, and quick actions that make it easy for them to collaborate with you
• Make client interactions a breeze with our mobile app
• Effortlessly onboard new clients with TaxDome’s self-service signup
• Configure client-related settings from your side
• Automate your processes the moment a new client joins the portal

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on effective team management and collaboration: take the course.

Other useful resources:

• How to introduce TaxDome to your clients
• How to invite clients to the portal
• How to add jobs for your clients automatically as they sign up
• Everything you and your clients need to know about the client mobile app
• Visit the client help center  for any questions they might have

Client onboarding: how to introduce TaxDome to your clients

Make client communication a breeze with TaxDome! In this webinar, we’ll show you how to create an  incredible client experience. You’ll discover how to:

• Empower your clients with TaxDome’s client web portal: we’ll break down the components, features, and quick actions that make it easy for them to collaborate with you
• Make client interactions a breeze with our mobile app
• Effortlessly onboard new clients with TaxDome’s self-service signup
• Configure client-related settings from your side
• Automate your processes the moment a new client joins the portal

Check out our handout, which briefly covers all the key points: download the handout.

This webinar is a part of our ongoing webinar series, where you can get expert tips for automating your accounting, bookkeeping, and tax workflows: TaxDome webinars.

Want to learn more? Take the Academy course on effective team management and collaboration: take the course.

Other useful resources:

• How to introduce TaxDome to your clients
• How to invite clients to the portal
• How to add jobs for your clients automatically as they sign up
• Everything you and your clients need to know about the client mobile app
• Visit the client help center  for any questions they might have