TaxDome for Bookkeepers: How to Get Started with Workflow Automation
Автор: TaxDome
Загружено: 2021-01-06
Просмотров: 748
Описание:
When you are just starting to automate your practice, it can be daunting. Kellie Parks, a workflow expert who helps bookkeepers automate their practice, drills this process down on how you can get started.
Start from creating templates or using those templates that Kellie Parks created exclusively for TaxDome clients:
Cash Coding
Client Onboarding
Full Cycle
& More
More about TaxDome Workflow Automations: https://taxdome.com/workflow
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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