TaxDome for Bookkeepers: Bulk Actions for Quick Communication with Clients
Автор: TaxDome
Загружено: 2021-01-06
Просмотров: 227
Описание:
Segment clients faster with TaxDome CRM and take targeted actions.
Whether you are requesting information, sending organizers or emails to inform clients about new requirements — you can easily action them all en masse.
More about TaxDome CRM: https://taxdome.com/crm
Visit https://taxdome.com/ - All-in-one software for CPAs, bookkeepers, and accounting firms
Watch the full video with Kellie Parks: • TaxDome for Bookkeepers with Kellie Parks
For more tips on bookkeeping and adding automation to your practice:
Follow Kellie’s Facebook Groups: / theworkflowwateringhole
Follow TaxDome’s Facebooklatest releases: / taxdome
Join TaxDome’s live daily demo with Q&A https://taxdome.com/demo
Check out the TaxDome blog for monthly feature release notes & more automation tips: https://blog.taxdome.com/
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