TaxDome for Bookkeepers: How to Easily Get Documents from Clients
Автор: TaxDome
Загружено: 2021-01-06
Просмотров: 338
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Sometimes, getting what you need from your clients can be like pulling teeth. It doesn't have to be.
With TaxDome, provide your clients an easy to use way to exchange documents with your firm. No more “upload here and download there” with TaxDome.
In addition to regular file upload, your clients can utilize the mobile scanner, and attach files directly to organizers or chat threads, saving them time and making it easy.
More about TaxDome’s fully white-labeled Client Portal & Mobile App https://taxdome.com/client_portal
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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