How to create a self assessment questionnaire in TaxDome (Taxdome Tutorial)
Автор: Rebecca's Finance Tutorials
Загружено: 2023-05-09
Просмотров: 270
Описание:
In today's video I am walking you through my very own personal tax questionnaire that I have created in Taxdome. This is a simple form that clients can access through their client portal, where they are able to select any information that applies to their personal tax information. The tools available in Taxdome to create custom templates and questionnaires are excellent alongside Taxdom'e's support to bookkeepers and accountants. If you are stuck building your own report or need assistance, please do comment in the comments sections below and I can always send across some handy tool tips.
TaxDome in my opinion is an excellent CRM system for bookkeepers and accountants where you can hold all client files, communication, workflows, tasks and to do lists in one place. Check out my other Taxdome videos for further information:
TaxDome Review (Taxdome UK) - Day 1 of Tech November
• TaxDome Review (Taxdome UK) - Day 1 of Tec...
TaxDome CRM System - Getting Started Walkthrough and my thoughts on TaxDome UK
• TaxDome CRM System - Getting Started Walkt...
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