Onboard new employees quickly

Team training: efficient client, document, and workflow management

This webinar will enable you and your team to master TaxDome’s features. You’ll come away with the skills and confidence you need to expertly manage workflows and maximize the power ofTaxDome from day one.

After watching this webinar, you will know how to:

• Find info about any client in a few clicks
• Quickly upload, edit, and send documents for approval inside TaxDome
• Communicate with clients and team members securely and efficiently via email and secure messages
• Use key workflow features (tasks, job mentions, and time entries) to boost your productivity

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.

Team training: efficient client, document, and workflow management

This webinar will enable you and your team to master TaxDome’s features. You’ll come away with the skills and confidence you need to expertly manage workflows and maximize the power ofTaxDome from day one.

After watching this webinar, you will know how to:

• Find info about any client in a few clicks
• Quickly upload, edit, and send documents for approval inside TaxDome
• Communicate with clients and team members securely and efficiently via email and secure messages
• Use key workflow features (tasks, job mentions, and time entries) to boost your productivity

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.