TaxDome's July Update: Enhanced Communication, Streamlined Workflow, and Exciting New Features!

Описание: 00:00 Whats' new? July 2023

00:12 Client portal redesign

00:35 Sneak peak: New client mobile app

00:48 CRM: Show related accounts

01:18 KBA updates

01:43 Billing and invoicing: add custom messages

02:00 Duplicate invoices

02:12 Minor UI update to chats

Welcome to TaxDome's monthly update video for July, where we're thrilled to share the latest enhancements and additions to our platform. Discover how you can personalize client communication with custom messages in invoices descriptions, while also benefiting from the convenience of duplicating invoices for efficient financial management. Experience the redesigned Clients Portal, featuring a dedicated 'waiting for action' section that simplifies client tasks, document signing, invoice payments, and more. We're also excited to offer a sneak peek of our upcoming client mobile app, bringing a seamless tax and accounting experience to iOS and Android smartphones. Stay tuned as we discuss the improved knowledge-based authentication process, including the ability to resend requests and expanded availability for international firms. We've packed a lot into this release, but there's even more to discover when you watch the video. So sit back, relax, and hit play to stay up to date with all the latest improvements and enhancements.

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