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In this webinar, we’ll tell you everything you need to know about client communication in TaxDome.
Ditch the email chaos and unreliable messaging apps! TaxDome offers a centralized communication hub, which lets you:
- Use an organized email inbox to handle all client requests
- Rely on our secure chats to request documents and create client tasks
- Send SMS to your clients right from your portal — and receive their replies
- Use firm announcements to notify your clients about important changes
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 communication to explore TaxDome’s ecosystem: take the course.
Other useful resources to explore:
Webinar
Streamline client communication
In this webinar, we’ll tell you everything you need to know about client communication in TaxDome.
Ditch the email chaos and unreliable messaging apps! TaxDome offers a centralized communication hub, which lets you:
- Use an organized email inbox to handle all client requests
- Rely on our secure chats to request documents and create client tasks
- Send SMS to your clients right from your portal — and receive their replies
- Use firm announcements to notify your clients about important changes
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 communication to explore TaxDome’s ecosystem: take the course.
Other useful resources to explore:
